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

Raymond James 
Former Truist Investment Services financial advisor Nathan Chapman has joined Raymond James, working in its employee advisor segment. 
 
Chapman, who looked after $227 million in client assets at Truist, operates eponymously as Chapman Private Wealth and is Dallas, Texas. He is joined by senior registered client service associate Bryce Jefferson. 

Added to his more than 25 years of industry experience, Chapman holds a bachelor’s degree in finance and entrepreneurship from Baylor University, an MBA from Southern Methodist University, and the Certified Exit Planning Advisor® designation.