Raymond James welcomes Indiana advisor team managing $316 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Michael Rose and Scott Gillespie, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Amy Smart, Mid-American regional director for RJA.
Operating as Pathway Advisory Group of Raymond James, based in Lafayette, Indiana, the team arrives from Stifel where they previously managed $316 million in client assets. Joined by Senior Registered Service Associate Patty Horner, the team provides financial planning and guidance to individuals, families and small business owners with a focus on multi-generational wealth planning, retirement and education strategies.
“Raymond James provides our team with the culture, succession planning and local leadership to support the long-term growth of our clients and our practice,” said Rose. “We appreciate the firm’s people-first approach and the resources that help us work together effectively while staying focused on the families we serve.”
Rose brings 25 years of financial services experience to his role as first vice president of investments and joins RJA after nine years with his previous firm. His experience is backed by both a bachelor’s and master’s degree from Purdue University.
Gillespie began his financial services career in 2000. He holds a Bachelor of Science from Purdue University and the CERTIFIED FINANCIAL PLANNER® professional designation.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.92 trillion as of June 30, 2026. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.