Tash Elwyn
President, Private Client Group, Raymond James Financial
- Role
- President, Private Client Group, Raymond James Financial at Raymond James
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Tash Elwyn
A financial services executive with over 25 years of experience in the business, I am privileged to support some of our profession\'s finest financial advisors as President, Private Client Group.Before I had the opportunity to make an impact supporting and coaching our advisors, I was a financial advisor myself for 10 years in Atlanta, Georgia. For last two years of my tenure in Atlanta, I took on a role as an assistant branch manager training and mentoring new advisors. While I did not necessarily aspire to become a manager at that time, I realized that as much impact as advisors can have on the financial lives of their clients, I might be able to extend my own impact by helping many of our advisors plan for and take care of their clients.I still work as a financial advisor and serve a group of clients today. I love it, and truly believe that our profession is a noble one, caring for and protecting the financial lives and well-being of our clients. I have been told by many of our advisors that my own experience as an advisor has made me better able to understand them and support their needs.Twitter handle:@TashElwynRJSocial Media Disclaimer: http://raymondjames.com/smrja.htm
Experience
President, Private Client Group, Raymond James Financial
Oct 2024 — Present · St Petersburg, FL, US
Como Presidente del Grupo de Clientes Privados en Raymond James Financial, apoyo los negocios de gestión de patrimonio nacional de la firma, que abarcan a casi asesores financieros empleados e independientes. En colaboración con otros líderes de la firma, también ayudo a guiar las funciones regulatorias y de supervisión para nuestras diferentes afiliaciones de asesores, para asegurar su alineación con la estrategia de crecimiento conservadora y a largo plazo de la firma.
Education
Emory University
B.A., Political Science
1989 — 1993
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