People Moves

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

Editorial Staff August 31, 2026

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

The latest senior wealth management industry moves, appointments and personnel changes in North America.

Raymond James 
Raymond James has welcomed financial advisor David Lazorik to its independent advisor channel.

Operating as Lazorik Financial Management in Yakima, Washington, Lazorik has joined from Wells Fargo where he managed more than $160 million in client assets. He specializes in serving business owners, foundations, endowments, nonprofits and retirees.

Lazorik brings 35 years of experience in the financial services industry to his role as branch manager. 
 

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