The latest senior wealth management moves, appointments and personnel changes in the North American sector.

Carson Group
Carson Group, a wealth advisory firm, has appointed Matt Humphrey as divisional president of its integrated advisor channel and a member of Carson’s executive leadership team.

Humphrey will lead Carson Wealth’s W-2 advisor channel.

A graduate of the United States Military Academy at West Point, Humphrey spent eight years as an Army aviation officer, leading teams around the world. After earning his MBA in finance and strategy from Vanderbilt University’s Owen Graduate School of Management, he moved into financial services as a private wealth advisor at Goldman Sachs. Most recently, Humphrey served as executive vice president and head of wealth and investment management at United Bank and CEO of United Brokerage Services, leading more than 100 financial professionals who oversaw more than $12 billion in assets under supervision.

Raymond James
Raymond James has brought in financial advisors Nathaniel “Nate” Langley, Paige Rossi, and Stephen Groover to Raymond James Financial Services (RJFS), the firm’s independent advisor channel.

The team has arrived from Commonwealth Financial Network, where it managed more than $350 million in client assets. Operating as GFS Advisory in Braselton, Georgia, with an additional office in Alpharetta, the advisors provide financial planning and investment guidance to families, individuals, and small-business owners.