The latest senior wealth management executive moves in North America.

Raymond James
Raymond James has promoted Michelle Lynch as senior vice president, investments, and Tampa Bay complex manager for Raymond James & Associates (RJA) – the firm’s employee advisor channel. Lynch now oversees the Tampa Bay Complex (group of branches), which includes RJA financial advisors and branch associates throughout Tampa, St Petersburg and Clearwater, Florida.

She succeeds former Tampa Bay CM Doug Brigman, who was recently named president of Raymond James’ Insurance Group.

A Tampa native, Lynch has been with Raymond James for more than 17 years. Prior to the new role, Lynch was VP, private client group sales manager, working with RJA’s regional directors and branch managers to recruit advisors and deliver high impact practice management and client engagement support. Prior to that, she served as VP of the Women Financial Advisors Network, where she was responsible for recruiting and retraining women advisors and providing support through education, practice management and coaching initiatives. 

Lynch has also served as marketing director, overseeing PCG marketing initiatives, as well as marketing for a variety of other business lines, including asset management, wealth/retirement solutions, practice management and succession planning. Prior to that, she served as director of marketing and communications for Eagle Asset Management, an affiliate of Carillon Tower Advisers. She is a cum laude graduate of the University of South Florida with a bachelor’s degree in mass communications and earned her MBA degree, with honors, from Emory University, Goizueta Business School.