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Wednesday, August 19, 2026The Morning Brief →Sign in
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Raymond James Financial Services

In PWD coverage since August 18, 2026 · 2 stories
+2Talent net · 12 months4 in · 2 out
Talent flow · 12 monthsOn the wire →
Net +2 · 4 arrivals · 2 departures
Arrivals
Greg Bruce
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Elyn Davis
Aug 14 · from Charles Schwab
Unnamed advisor
Aug 14 · from Wells Fargo
Departures
Michelle Sovcik
Aug 14 · destination pending
Shannon Reid
Aug 14 · destination pending
PWD coverage
Moves

LPL, Cetera, Raymond James, NewEdge add advisor teams

A four-firm hiring week pulled about $534 million in disclosed client assets into the independent channel.
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