Raymond James & Associates welcomes experienced manager to lead and support growth in South Florida area
ST. PETERSBURG, Fla. – Raymond James welcomed industry veteran Stephen “Steve” Sullivan as South Florida complex manager for Raymond James & Associates (RJA) – the firm’s employee advisor channel, according to Tash Elwyn, RJA president and CEO. As complex manager, Sullivan will oversee RJA branches throughout the South Florida market and lead RJA’s recruitment, retention and support for advisors across Palm Beach County, Broward County, Dade County and Monroe County. He is based out of Miami, Florida.
Sullivan joined Raymond James on June 1 from UBS, where he served as managing director and market leader of the Coral Gables international branch. An industry veteran, he began in the financial services business in Miami more than three decades ago. Prior to UBS, Sullivan worked at a broker/dealer and asset management firm.
“A South Florida native, Steve is an incredible leader with deep roots and decades of experience in this key market,” said Bert White, Florida regional director for RJA. “South Florida remains an important area for us at Raymond James, given the vast wealth management needs of clients throughout the area. I’m looking forward to working with him as he continues to build upon and grow Raymond James’ strong presence in this important marketplace.”
“Raymond James has a stellar reputation as a firm that rigorously supports advisors so they can best serve their clients and grow their businesses. The deep-rooted culture at Raymond James is palpable at all levels of the firm,” said Sullivan. “The firm really offers advisors the best of both worlds – independence and practice ownership, coupled with high-touch, robust support. It’s a unique offering in our industry and I’m excited about the opportunity to work with such high-caliber financial advisors throughout South Florida in my new role.”
Sullivan succeeds Bert White, who was promoted to senior vice president and Florida regional director in late 2019.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $828 billion. Additional information is available at raymondjames.com.