Meet Our Team

                    Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.

                    The Financial Institutions Division divides the country into three divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.

                    Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.

                     

                    Key highlights

                    30+ years of average industry experience

                    $94 million in average assets under management per advisor

                    $560k average advisor production in client institutions

                    As of 9/30/19

                    National Leadership

                    Tim Killgoar
                    Tim Killgoar
                    SVP, Head of Financial Institutions Division
                     
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                    Business Development Team

                    Gordon Marshall
                    Gordon E. Marshall
                    Division Director
                    Institutional Business Development
                     
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                    Jon Demayo
                    Jon DeMayo
                    Assistant Division Director - Business Development
                    Eastern Division
                     
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                    Carolyn Gaynoe
                    Carolyn Bradshaw
                    Assistant Division Director - Business Development
                    Western and Central Division
                     
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                    Relationship Management Team

                    John Houston
                    John W. Houston
                    Division Director
                    Relationship Management
                    Eastern Division
                     
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                    Grace Austin
                    Grace Austin
                    Assistant Division Director
                    Relationship Management
                    Eastern Division
                    CT | DC | DE | MA | MD | ME | NH | NJ | NY | PA | VA | VT
                     
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                    Anita Lemon
                    Anita Lemon
                    Assistant Division Director
                    Relationship Management
                    Eastern Division
                    IN | KY | TN | WV
                     
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                    Oliver Mansour
                    Assistant Division Director
                    Eastern Division
                    Relationship Management
                    AL | AR | FL | GA | LA | MS | NC | OH | SC
                     
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                    Patrick Inglesby
                    Patrick Inglesby
                    Assistant Division Director
                    Relationship Management
                    Central Division
                    IA | IL | KS | MI | MN | MO | MT | ND | NE | OK | SD | WI | WY
                     
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                    Matthew Mehltretter
                    VP, Western Division Director
                    Relationship Management
                     
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                    Jesse Bernhardt
                    Assistant Division Director
                    Relationship Management
                    Western Division
                    AZ | AK | CA | CO | HI | ID | NM | NV | OR | TX | UT | WA
                     
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                    Request Information

                    Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.

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