Raymond James has recruited financial advisor Ronald Shmyr to Raymond James & Associates, the firm’s employee advisor channel, adding a Plymouth, Michigan-based practice overseeing about $201 million in client assets, according to Upper Midwest regional director Dominic Prioli.
Shmyr will operate as Tortuga Financial Group of Raymond James in Plymouth, Michigan. He joins from UBS Financial Services and is accompanied by senior financial planning consultant John Shmyr, senior registered client service associate Joann Shmyr, and client service associate Matthew Shmyr. The team serves business owners, corporate executives, families, individuals and retirees.
Ronald Shmyr said the move was driven by Raymond James’ leadership approach and its support for the team’s independence as a family-owned practice. A 41-year industry veteran, Shmyr holds a bachelor’s degree in economics from Harvard University. He began his career at Merrill Lynch and spent 16 years at his prior firm.
Raymond James & Associates said it is a wholly owned subsidiary of Raymond James Financial and cited total client assets of approximately $1.77 trillion as of Nov. 30, 2025.
KEY QUOTES
“Raymond James’ approachable leadership and long-term commitment to supporting clients and advisors immediately resonated with us. Just as important is the firm’s support for our independence as a family-owned practice, giving us the freedom to bring the Tortuga vision to life.”
Ronald Shmyr