other
ClearSight Advisors of Raymond James & Associates
In PWD coverage since September 11, 2026 · 2 stories
+4Talent net · 12 months8 in · 4 out
Talent flow · 12 monthsOn the wire →
Net +4 · 8 arrivals · 4 departures
Arrivals
Adam E. Pearsall
Aug 20 · from UBS Financial Services
Michelle Sovcik
Aug 14 · from Hightower
Julie Sabransky
Aug 14 · from Wells Fargo
Michael Rose
Aug 14 · from Stifel
Abby Stancik
Aug 14 · from Wells Fargo
Elyn Davis
Aug 14 · from Charles Schwab
Departures
Lance Dunn
Aug 27 · to TSG Wealth Management
Chris Davitt
Aug 27 · to Proxima Wealth Partners
Shannon Reid
Aug 14 · destination pending
Michelle Sovcik
Aug 14 · destination pending
PWD coverage
practice
Advisers grade their own recruiting a C, and they are right
Cerulli counts 35% of advisers retiring within a decade, which is why the entry-level pitch has to be training and a path, not a payout grid.