People Moves

Who's Moving Where In Wealth Management? – Raymond James

Editorial Staff March 29, 2024

Who's Moving Where In Wealth Management? – Raymond James

The latest moves and appointments in wealth management in the Americas.

Raymond James 
Raymond James has recently brought in financial advisor Lynette Ancona to its business in Winter Park, Florida.

Ancona leads Ancona Wealth Management of Raymond James and is joined by client service associate Stephanie Gisler. Ancona has arrived from Charles Schwab, where she managed more than $750 million in client assets.

The firm also welcomed financial advisor Martin Lutschaunig to its independent advisor channel.

As president of Lutschaunig Wealth Management in Yardley, Pennsylvania, Lutschaunig is joined by branch manager Patricia Niles. 

They serve clients including healthcare professionals, women investors and retirees. Arriving from Janney Montgomery Scott, Lutschaunig previously managed about $265 million in client assets.

Lutschaunig, who has more than 30 years’ experience in financial services, started as a senior accountant at Deloitte and Touche. More recent positions include senior vice president at Merrill Lynch and executive vice president at Janney Montgomery Scott.

Raymond James Financial Institutions Division has brought in financial advisor Joseph L Martinez to Pinnacle Asset Management, located at Pinnacle Financial Partners. Pinnacle AM is a FID-affiliated branch.

Through this new alignment, Martinez will offer clients financial planning and wealth management services through Raymond James Financial Services.

Operating as part of Pinnacle's Nashville, Tennessee office, Martinez is joined by registered client services associate Lucy Chism. He previously managed about $243 million in client assets at Wells Fargo Advisors.  

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