Raymond James Financial leadership changes in 2026: 4 executive moves
This page lists 4 reported executive moves at Raymond James Financial. The latest, on Sep 15, 2026: globenewswire.com reported "Raymond James Financial Announces Key Executive Leadership Appointments."
Public (RJF)Financial Services10,000+ employeesraymondjames.comLinkedIn
- Reported
- 4
- Last 90 days
- 2
- Latest
- Sep 15, 2026
Executive changes · latest 4
Latest Raymond James Financial executive moves
| Event | Person | What the source reported | Date |
|---|---|---|---|
| Promotion | Tarek HelalHead of Asset Management Services (AMS) division | Raymond James Financial Announces Key Executive Leadership AppointmentsRaymond James Financial's Chief Strategy Officer, Tarek Helal, will also take on oversight of the Asset Management Services (AMS) division, effective January 1, 2027. | |
| Retirement | Michelle SovcikSenior Vice President and Chief Operating Officer for RIA & Custody Services | Raymond James Names Elyn Davis Senior Vice President Of Client Experience For RIA & Custody ServicesMichelle Sovcik, Senior Vice President and Chief Operating Officer for RIA & Custody Services at Raymond James, will retire at the end of 2026. | |
| Promotion | Patrick O'Connorchief operating officer | Raymond James promotes firm veteran to COO of Private Client Group. | |
| Promotion | Kirk Bellpresident of Independent Contractor Division | Raymond James names new indie division boss. |
- Raymond James Financial Announces Key Executive Leadership AppointmentsTarek Helal, Head of Asset Management Services (AMS) division
- Raymond James Names Elyn Davis Senior Vice President Of Client Experience For RIA & Custody ServicesMichelle Sovcik, Senior Vice President and Chief Operating Officer for RIA & Custody Services
- Raymond James promotes firm veteran to COO of Private Client Group.Patrick O'Connor, chief operating officer
- Raymond James names new indie division boss.Kirk Bell, president of Independent Contractor Division
Signal API · MCP
Track Raymond James Financial with the Signal API
One POST /v1/companies/enrich call with raymondjames.com returns Raymond James Financial executive changes signals (news, sec-8k), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"domain": "raymondjames.com",
"signal_types": ["news","sec-8k"],
"signal_subtypes": ["hires","promotes","leaves","retires_from",
"ceoChange","cfoChange"],
"limit": 20
}'Same industry
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Questions about Raymond James Financial executive changes
Who has left Raymond James Financial's leadership team?
What are the latest leadership changes at Raymond James Financial?
Source. News reports and SEC 8-K filings about executive appointments and departures.
Method. Stories about the same move within 14 days merge into one row. Names appear only as the source states them.
Data as of .