Raymond James Adds $360M Team from Morgan StanleyRaymond James Adds $360M Team from Morgan Stanley
Advisors Gary Perl and Katie Janda collectively manage more than $360 million in client assets and join Raymond James’ employee channel.
Raymond James has added a pair of advisors managing over $360 million in assets to its employee advisor channel, Raymond James & Associates. Advisors Gary Perl and Katie Janda are joining from Morgan Stanley.
The team will operate as The Perl Group of Raymond James and will be based in offices in Ponte Vedra Beach, Fla., and Fort Collins, Colo. Practice business manager Sharon Brown and client service associate Elisabeth Perl (Gary Perl's daughter) will join them. The advisors specialize in serving business owners, corporate executives, families and individuals, healthcare professionals and corporate retirement plans.
Gary Perl, who will serve as managing director of wealth management, has over 34 years of experience in the industry, the last 15 of which were with Morgan Stanley. Janda has over 18 years of financial services experience and spent the last two years at the wirehouse.
“We are highly impressed by [Raymond James’] support for the advisor-client relationship and its warm, approachable culture,” Janda said in a statement. “Raymond James is visibly enhancing and promoting the human side of investment service, and we are excited to continue growing our practice with that foundation of support.”
Last week, Raymond James announced a regional reorganization of its employee advisor channel, with Eastern Division Regional Director Tim Killgoar becoming division director for the Southeast Division. The firm has promoted Patrick O’Connor, current central division director, to COO of Raymond James & Associates, with Mike O’Meara, central division regional director, taking over O’Connor’s old duties.
In addition, Michael Tormey, COO of strategic initiatives within Raymond James Associates’ Private Client Group, will become managing director of PCG strategic initiatives and join PCG COO Kim Jenson’s team.
The changes take effect Oct. 1.
Earlier this year, Raymond James announced that CFO Paul Shoukry will succeed CEO Paul Reilly as the firm’s leader in fiscal year 2025, part of a broader “multi-year succession planning process.”
The firm also promoted Tom Walrond to head RJA, replacing Tash Elwyn, who was appointed PCG president. In November, Raymond James announced that Shannon Reid would head the firm’s independent contractor division
