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Raymond James Hires Robbie Moseley to Lead Financial Advisor Recruiting

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Raymond James has appointed Robbie Moseley as vice president and head of Advisor Choice Consulting, succeeding Barry Papa. Moseley brings extensive experience from Edward Jones and UBS. Under his leadership, the recruiting team aims to maintain steady growth by offering flexibility and support to financial advisors. Raymond James manages approximately $1.23 trillion in client assets and has around 8,500 financial advisors, emphasizing its client-first culture and robust technology.

Positive
  • Appointment of Robbie Moseley is expected to enhance recruitment efforts and support for financial advisors.
  • Moseley’s background brings valuable insights to the recruiting strategy, potentially improving advisor satisfaction and retention.
Negative
  • The sudden passing of Barry Papa may create temporary disruption in leadership continuity.

ST. PETERSBURG, Fla., Nov. 29, 2021 (GLOBE NEWSWIRE) -- Following an extensive search, Raymond James has appointed Robbie Moseley as vice president and head of Advisor Choice Consulting, the firm’s financial advisor recruiting platform. He joined the firm November 29, succeeding Barry Papa, who passed away suddenly in March.

“We have an incredible recruiting team,” said Private Client Group President Scott Curtis. “Under Robbie’s guidance, we expect this team to continue to flourish and build on our strong, steady growth and outstanding recruiting results. His diverse experience in multiple client-facing roles gives him unique insight into the types of services advisors seek to best serve their clients and build their business as they see fit.”

With an array of options for how financial advisors can choose to affiliate with the firm, including traditional employee, independent contractor, RIA and custody services, and institutional, Advisor Choice Consulting helps advisors interested in transitioning to Raymond James find the right affiliation model to build and grow their business. Regardless of the model selected, each offers a unique combination of flexibility, and degree of freedom backed by the support of home office expertise in marketing, practice management, succession planning and more.

Moseley reports to Kim Jenson, Private Client Group COO, and joins Raymond James from Edward Jones where he was director of financial advisor recruiting & integration, and led talent acquisition for the firm's eastern division. Previously, he held a number of key roles at UBS which gave him comprehensive industry insight, including financial advisor, producing manager, complex sales manager and branch administrative manager.

“Raymond James’ reputation as a service-oriented, client-first culture combines with robust technology and a wide range of sophisticated financial planning expertise and products to really differentiate the firm from competitors,” said Moseley. “Its continued excellence in attracting and retaining the industry’s finest advisors is a testament to the Raymond James philosophy, and it’s a privilege to be able to share that story.”

Moseley holds a bachelor’s degree from the University of Oklahoma and an MBA from Southern Methodist University.

About Raymond James Financial, Inc.

Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,500 financial advisors. Total client assets are $1.23 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.

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FAQ

Who is Robbie Moseley appointed by Raymond James?

Robbie Moseley has been appointed as vice president and head of Advisor Choice Consulting.

What experience does Robbie Moseley bring to Raymond James?

Moseley has experience from Edward Jones as director of financial advisor recruiting and roles at UBS, providing him with comprehensive industry insight.

What is the significance of the appointment of Robbie Moseley for Raymond James?

Moseley’s appointment is expected to strengthen recruitment efforts, supporting financial advisors in their business growth.

What are the main services offered by Advisor Choice Consulting?

Advisor Choice Consulting helps financial advisors transition to Raymond James by offering various affiliation models and support in areas like marketing and practice management.

How many financial advisors does Raymond James have?

Raymond James has approximately 8,500 financial advisors.

What are the total client assets managed by Raymond James?

Raymond James manages total client assets of approximately $1.23 trillion.

Raymond James Financial, Inc.

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