People Moves

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

Editorial Staff February 13, 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 appointed Alex David as Northeast division director within its independent advisor channel, Raymond James Financial Services.

David is filling the role formerly held by Shannon Reid, who has been named president of the firm’s independent contractor division.

With more than three decades’ experience in the financial services sector, David most recently served as president and CEO of Stifel Independent Advisors. Before this, he spent nearly 13 years at Wells Fargo Advisors as head of branch development and marketing for the firm’s independent brokerage arm.

Earlier in his career, David was an institutional wholesaler at Lord Abbett, Federated Investors and OppenheimerFunds. 

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