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After winning a $1-billion RIA, Raymond James fills a void by hiring a true-blue elite RIA executive

The St. Petersburg, Fla.-based maestro of advice channels is hiring an RIA custody virtuoso with Schwab and Fidelity training

Author Lisa Shidler September 4, 2015 at 6:46 PM
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Maria Daley: It was such a great opportunity that I couldn't not get that job. I had to seize it.

Hybrid RIA

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Related Moves

August 24, 2019 at 4:25 AM

Last year's RIA chief departs Raymond James after ship sails without her at helm of RIA unit, leaving her anchored to COO role

Maria Daley took the reins after Bill Van Law's unexpected departure, but Greg Bruce came on in March to lead RIA Unit, a job she held on interim basis

June 6, 2019 at 2:16 AM

Raymond James finally names new RIA chief and, yes, he is a Schwab veteran

The St. Petersburg, Fla. broker-dealer parted ways with Bill Van Law -- a Merrill Lynch veteran -- a year ago; now it has a real RIA veteran in Greg Bruce

March 4, 2019 at 11:54 PM

Walt Bettinger discloses expiration of unknown 'pact' to explain to Schwab investors why Bernie Clark, Peter Crawford and Joe Martinetto all chose to exit at once

The 'sort of informal' deal was struck in 2019, but never revealed to shareholders during the merger transition, until the departures were announced -- in one press release -- this month.

May 25, 2024 at 2:45 AM

See more related moves

Mentioned in this article:

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law



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