B2DB — Who said what, where, and when

John Porteous FCSI CFP FPFS IMC

Managing Director, Central Financial Services & Chief Client Officer, Raymond James Wealth Management

John Porteous FCSI CFP FPFS IMC Managing Director, Central Financial Services & Chief Client Officer, Raymond James Wealth Management. John Porteous has over 30 years’ experience in Wealth Management, having held senior executive roles across Financial Planning, Investment Management, Proposition and Digital. He joined Charles Stanley in 2019 as Head of Distribution and now serves as Managing Director of Central Financial Services and Chief Client Officer at Raymond James Wealth Management. A regular speaker at key industry events, John has also held several influential positions within professional bodies, including Chairman of the Society of Financial Advisers, Director of the Institute of Financial Planning, and Council Member/Director of APFA. As part of his current role, John has executive responsibility for oversight of Consumer Duty strategy at Raymond James Wealth Management.

Events John Porteous FCSI CFP FPFS IMC has spoken at