Raymond James reshuffles leadership
July 10, 2023 - St. Petersburg-based Raymond James Financial has named a new leader of its Western Division. Effective Oct. 1, Bert White, who was running Raymond James and Associates’ Florida region, will take over as head of the Western Division. White will be replacing Pat Allison, who is retiring this year. The new leadership comes as the firm is reorganizing Raymond James and Associates to better align with Alex. Additionally, the firm announced last week that Clearwater-based firm Keybridge Wealth Management, which has $350 million of assets under management, will be joining Raymond James Financial.