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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