People Moves

Who's Moving Where In Wealth Management? - Argent, Raymond James

Editorial Staff 14 October 2019

Who's Moving Where In Wealth Management? - Argent, Raymond James

The latest wealth management industry moves in North America.

Argent 
Argent Trust Company has appointed Catherine Gotzkowsky as trust associate in the New Orleans office. She reports to Mark Milton, director of institutional services at Argent, and will be responsible for working closely with clients and the administration of trust and investment accounts.

Gotzkowsky has 28 years of diverse work experience, including banking operations, sales and compliance. Most recently, she was vice president and business relationship manager for Chase Bank. Prior to that, she spent more than 25 years at Capital One Bank in operations, private banking, business banking and management.

Argent Trust Company is a division of Argent Financial Group, the fiduciary wealth management firm. AFG is responsible for more than $22 billion in client assets.

Raymond James
Raymond James has welcomed John Jennings, financial advisor, to Raymond James Financial Services – its independent broker/dealer in Vero Beach, Florida.

Jennings joins RJFS from Morgan Stanley, where he previously managed $106 million in client assets. He has five years of financial services experience, beginning his career with Morgan Stanley in 2014. 

As a Vero Beach native, Jennings graduated from the University of Central Florida, where he earned his bachelor of arts in finance. He previously attended Stony Brook University in New York where he played ice hockey as well. Outside of his work, he is a member of the Rotary Club of Vero Beach Oceanside.

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