People Moves
Who's Moving Where In Wealth Management? – Raymond James, Regions Bank
The latest moves, appointments and personnel changes in North American wealth management.
Raymond James
Raymond James
has welcomed financial advisor Rose Gatto to its employee
advisor channel in Birmingham, Michigan.
Along with senior client service associate Debbie Beardsley, Gatto arrives from Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, where she managed over $180 million in client assets.
As Rose Gatto Wealth Management of Raymond James they serve families and individuals, pre-retirees and retirees, corporate executives and business owners.
Gatto brings over 25 years of financial services industry experience to her role as senior vice president, wealth management.
Regions Bank
Regions Bank
has appointed Connie Rogers (pictured) as private wealth
management regional executive for Texas – an expanded
role.
Rogers leads a team of advisors providing investment services and financial guidance to clients in markets including Dallas, Fort Worth, Austin, Houston, San Antonio, Tyler, Lufkin and more.
Rogers most recently served as Regions’ area wealth manager for North and East Texas.
