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Raymond James Names New Head of Advisor Inclusion Networks

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Raymond James Names New Head of Advisor Inclusion Networks

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Raymond James appointed Samantha Trebesch to be the brand new head of its Advisor Inclusion Networks as she takes on an expanded position on the firm. She beforehand oversaw sustainable investing within the agency’s Personal Consumer Group.

Trebesch has now taken on the position of senior vp of each the inclusion networks and sustainable investing. She’s going to work carefully with AIN’s advisory councils to proceed to refine and develop their variety applications and initiatives, in accordance with Kim Jenson, PCG chief working officer.

As head of the Advisor Inclusion Networks, Trebesch will present centralized management and company assist to the established monetary advisor networks for the Girls, Black, Satisfaction and Veteran communities, in partnership with their respective advisory councils, Raymond James mentioned.

The networks present advisors with a discussion board for sharing assets, methods and concepts to boost their companies and serve the communities they signify. Every community hosts an annual symposium open to Raymond James monetary advisors and others within the trade.

“Those that have had the pleasure of working with Samantha know the extent of strategic considering, excellence and fervour she brings to each alternative,” Jenson mentioned in a press release.

As head of AIN, she is succeeding Renée Baker, who Raymond James mentioned Monday “lately departed the agency to pursue different alternatives” after almost 4 years within the position. Baker joined Raymond James in 2017 as the top of selling for Carillon Tower Advisors; she additionally serves as a choose for ThinkAdvisor’s LUMINARIES recognition program.

“I’ll keep within the trade and proceed to serve locally,” mentioned Baker in a press release. “I’m nonetheless very a lot devoted to wealth constructing, growing various illustration throughout the monetary providers trade and the monetary planning occupation in order that work and people efforts will proceed in some capability.”

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