At a glance
- The appointment came with leadership changes across two president roles and two more executives dated Jan. 1, 2027.
- David Sisemore becomes interim president of Raymond James Financial Services; no permanent successor was named.
- Advisors in those units now have a dated roster of who is in charge.
Raymond James Financial named Scott Curtis chief operating officer effective Oct. 26, 2026. The appointment came with leadership changes across two president roles and two more executives dated Jan. 1, 2027.
David Sisemore becomes interim president of Raymond James Financial Services; no permanent successor was named. Kirk Bell becomes president of the independent contractor division effective April 2026. Raymond James also listed executive changes for Tarek Helal and Steve Raney effective Jan. 1, 2027, and listed Shannon Reid as leaving the firm.
Advisors in those units now have a dated roster of who is in charge. Sisemore's presidency of Raymond James Financial Services is interim, Bell's independent contractor role carries an April 2026 effective date, and the Helal and Raney changes take effect Jan. 1, 2027. The effective dates, not the titles alone, likely determine which executive signs a recruiting or retention agreement that spans them.
The same day, Osaic lifted Freehold Wealth Management's $576 million team from Stifel Independent Advisors and added former LPL Financial advisor James Costabile with $2.3 billion. The two additions differ in shape, a team out of Stifel Independent Advisors and one advisor out of LPL Financial, and in size: Costabile's $2.3 billion is about four times the $576 million the Freehold team brings.
Reported by the Features desk from Newsroom graph query results (executive changes and liftouts, Oct. 26, 2026). Published . Corrections