Raymond James Executive and Leadership Team

Paul Shoukry, the Chief Executive Officer at Raymond James, directs the overarching strategic vision for the diversified financial services firm. Overseeing capital markets and banking initiatives, the Chief Executive Officer ensures alignment between institutional goals and individual investor needs. Paul Shoukry manages the firm's long-term growth trajectory while maintaining rigorous standards for asset management and brokerage services. By coordinating with the board and senior leadership, the Chief Executive Officer drives operational excellence across the entire U.S. footprint. This leadership role involves navigating complex market environments to secure sustainable financial outcomes for clients. Through consistent focus on wealth management, the Chief Executive Officer strengthens the market position of the organization. Shoukry prioritizes the expansion of advisory services to meet evolving client demands. Ultimately, the Chief Executive Officer fosters a culture of integrity and professional excellence that defines the firm's reputation in the financial sector.

Scott Curtis, the Chief Operating Officer at Raymond James, manages the internal infrastructure and operational efficiency of the firm's core financial services. Overseeing the execution of brokerage and advisory workflows, the Chief Operating Officer ensures that the network of financial advisors operates with maximum productivity. Scott Curtis coordinates with department heads to streamline processes related to asset management and capital markets. By implementing scalable systems, the Chief Operating Officer supports the firm's ability to serve a diverse range of individual and institutional clients. This leadership role involves monitoring operational risks and maintaining compliance with industry standards across the U.S. landscape. Through rigorous oversight of daily business functions, the Chief Operating Officer drives performance improvements and cost-effective service delivery. Curtis focuses on enhancing the operational framework to support long-term financial planning objectives. Ultimately, the Chief Operating Officer secures the stability and reliability of the firm's service delivery model.

Anne Witherspoon, the Chief Operations Officer & Chief Operating Officer & Chief Experience Officer (Cxo) at Raymond James, directs the integration of operational workflows and client experience initiatives. Overseeing the end-to-end journey for investors, the Chief Operations Officer & Chief Operating Officer & Chief Experience Officer (Cxo) ensures that service delivery remains seamless and high-quality. Anne Witherspoon manages the alignment of internal processes with the firm's commitment to superior wealth management. By analyzing client feedback and operational data, the Chief Operations Officer & Chief Operating Officer & Chief Experience Officer (Cxo) drives improvements in service accessibility and satisfaction. This leadership role involves bridging the gap between back-office operations and front-end client interactions across the U.S. market. Through strategic oversight, the Chief Operations Officer & Chief Operating Officer & Chief Experience Officer (Cxo) enhances the overall value proposition for individual investors. Witherspoon focuses on creating a cohesive experience that supports long-term financial planning. Ultimately, the Chief Operations Officer & Chief Operating Officer & Chief Experience Officer (Cxo) elevates the firm's reputation for client-centric service.

Lauri Spargo, the Group Chief Operating Officer, The Kelton Financial at Raymond James, manages the operational functions specific to the Kelton Financial division. Overseeing the specialized brokerage and advisory services within this group, the Group Chief Operating Officer, The Kelton Financial ensures that internal processes support the firm's broader financial goals. Lauri Spargo coordinates with regional teams to maintain high standards of service for individual investors and institutional clients. By optimizing resource allocation, the Group Chief Operating Officer, The Kelton Financial drives efficiency in asset management and capital markets activities. This leadership role involves managing the operational complexities of the division to ensure consistent performance across the U.S. market. Through strategic planning, the Group Chief Operating Officer, The Kelton Financial supports the growth of the Kelton Financial portfolio. Spargo focuses on maintaining operational excellence to facilitate long-term financial planning for clients. Ultimately, the Group Chief Operating Officer, The Kelton Financial secures the operational integrity of the division.

Michelle Sovcik, the Senior Vice President and Chief Operating Officer of RIA and Custody Services at Raymond James, directs the operational framework for the Registered Investment Advisor and custody business segments. Overseeing the support systems for independent advisors, the Senior Vice President and Chief Operating Officer of RIA and Custody Services ensures that custody services meet the highest standards of reliability and efficiency. Michelle Sovcik manages the integration of technology and service protocols to assist advisors in their wealth management practices. By streamlining the onboarding and account management processes, the Senior Vice President and Chief Operating Officer of RIA and Custody Services drives growth within the RIA channel. This leadership role involves coordinating with institutional partners to expand the firm's reach across the U.S. market. Through strategic oversight, the Senior Vice President and Chief Operating Officer of RIA and Custody Services supports the long-term financial planning needs of clients. Sovcik focuses on operational scalability to accommodate the evolving needs of the RIA community. Ultimately, the Senior Vice President and Chief Operating Officer of RIA and Custody Services strengthens the firm's position in the custody services sector.

Andrew Krempp, the Chief Operating Officer, Raymond James Trust (North America) at Raymond James, manages the operational activities for the trust services division across the North American market. Overseeing the administration of trust accounts and fiduciary services, the Chief Operating Officer, Raymond James Trust (North America) ensures that all operations comply with regulatory requirements and internal standards. Andrew Krempp coordinates with legal and financial teams to provide comprehensive trust solutions for individual investors. By optimizing the trust management workflow, the Chief Operating Officer, Raymond James Trust (North America) drives efficiency in the delivery of wealth management services. This leadership role involves managing the complexities of fiduciary responsibilities to support long-term financial planning. Through strategic oversight, the Chief Operating Officer, Raymond James Trust (North America) enhances the firm's trust service capabilities. Krempp focuses on maintaining operational excellence to protect and grow client assets. Ultimately, the Chief Operating Officer, Raymond James Trust (North America) secures the trust and confidence of the firm's clients.

Alfred Caudullo, the Chief Operating Officer, Asset Management Services at Raymond James, directs the operational functions of the asset management division. Overseeing the investment platform and portfolio management support, the Chief Operating Officer, Asset Management Services ensures that the firm's investment strategies are executed with precision. Alfred Caudullo manages the operational infrastructure required to support a wide range of investment products for individual and institutional clients. By streamlining the investment research and reporting processes, the Chief Operating Officer, Asset Management Services drives performance and operational efficiency. This leadership role involves coordinating with portfolio managers and financial advisors to deliver high-quality asset management services across the U.S. market. Through strategic oversight, the Chief Operating Officer, Asset Management Services supports the firm's commitment to long-term financial planning. Caudullo focuses on enhancing the operational capabilities of the asset management platform to meet market demands. Ultimately, the Chief Operating Officer, Asset Management Services secures the operational foundation for the firm's investment success.

Michelle Thetford, the Senior Vice President and Chief Operating Officer of RIA and Custody Services at Raymond James, manages the strategic partnerships and operational growth for the RIA and custody business. Overseeing the service delivery model for independent advisors, the Senior Vice President and Chief Operating Officer of RIA and Custody Services ensures that the firm provides a competitive platform for wealth management. Michelle Thetford coordinates with internal teams to enhance the technology and support services available to RIA clients. By focusing on business development and operational scalability, the Senior Vice President and Chief Operating Officer of RIA and Custody Services drives the expansion of the firm's custody business across the U.S. market. This leadership role involves analyzing advisor needs to refine the service offering. Through strategic oversight, the Senior Vice President and Chief Operating Officer of RIA and Custody Services supports the long-term financial planning goals of the firm's clients. Thetford focuses on maintaining high service standards to attract and retain top advisors. Ultimately, the Senior Vice President and Chief Operating Officer of RIA and Custody Services secures the firm's leadership in the RIA and custody space.

Michael White, the Chief Marketing Officer at Raymond James, architects the brand strategy and communication frameworks for the financial services enterprise. Overseeing national marketing campaigns, the Chief Marketing Officer ensures that the value proposition of investment advisory and asset management services reaches target demographics effectively. Michael White manages the integration of digital marketing tools to enhance client engagement across the U.S. market. By collaborating with the executive team, the Chief Marketing Officer aligns promotional activities with the firm's broader business objectives. This leadership role involves analyzing market trends to refine outreach strategies for financial advisors and banking professionals. Through data-driven insights, the Chief Marketing Officer optimizes brand visibility and supports the growth of the firm's client base. White maintains a focus on consistent messaging that reflects the commitment to long-term financial planning. Ultimately, the Chief Marketing Officer drives brand equity and supports the overall competitive standing of the organization.

Cristina Hudson, the Director - Office of the Chief Human Resources Officer at Raymond James, manages the strategic initiatives and operational support for the human resources function. Overseeing the alignment of talent management with the firm's business objectives, the Director - Office of the Chief Human Resources Officer ensures that the organization attracts and retains top-tier professionals. Cristina Hudson coordinates with leadership to implement programs that support employee development and organizational culture. By streamlining HR processes, the Director - Office of the Chief Human Resources Officer drives efficiency in workforce management across the U.S. operations. This leadership role involves supporting the Chief Human Resources Officer in executing the firm's human capital strategy. Through strategic oversight, the Director - Office of the Chief Human Resources Officer contributes to the firm's ability to provide high-quality financial services. Hudson focuses on fostering an environment that supports the long-term success of the firm's employees and advisors. Ultimately, the Director - Office of the Chief Human Resources Officer strengthens the organizational foundation through effective human capital management.