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

  1. President, Private Client Group, Raymond James Financial

    Raymond James

    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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Tash Elwyn — President, Private Client Group, Raymond James Financial at Raymond James in St. Petersburg, FL, US | Unifers