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Who's Moving Where In Wealth Management? – Raymond James, Regions Bank
Editorial Staff
22 July 2024
Raymond James Rogers most recently served as Regions’ area wealth manager for North and East Texas.
Raymond James has welcomed financial advisor Rose Gatto to its employee advisor channel in Birmingham, Michigan.
Along with senior client service associate Debbie Beardsley, Gatto arrives from Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, where she managed over $180 million in client assets.
As Rose Gatto Wealth Management of Raymond James they serve families and individuals, pre-retirees and retirees, corporate executives and business owners.
Gatto brings over 25 years of financial services industry experience to her role as senior vice president, wealth management.
Regions Bank
Regions Bank has appointed Connie Rogers as private wealth management regional executive for Texas – an expanded role.
Rogers leads a team of advisors providing investment services and financial guidance to clients in markets including Dallas, Fort Worth, Austin, Houston, San Antonio, Tyler, Lufkin and more.