Press Release

Press release from The Financial Services Roundtable:

For immediate release
Contact: Shannon Finney, (202) 589-2427

Thomas A. James Selected Chairman-Elect of The Financial Services Roundtable

During the Roundtable’s Annual Meeting, held the week of March 27, Thomas A. James, Chairman and Chief Executive Officer for Raymond James Financial, was selected Chairman-Elect of The Financial Services Roundtable.

“Tom James is an outstanding choice for Chairman-Elect,” said Steve Bartlett, President and CEO of The Financial Services Roundtable. “He has been a key member of our Roundtable board because he brings all of his energy and expertise to bear on every issue. His consistency and his creativity are the hallmarks of his leadership and I am looking forward to continuing to work with him.”

Mr. James graduated magna cum laude from Harvard College in 1964 and from Harvard Business School in 1966. He joined Raymond James Financial in 1966, four years after the company was founded by his father, Robert A. James. Raymond James Financial has since become one of the largest financial services firms in the United States.

Mr. James is chairman of Raymond James & Associates, Inc., a subsidiary of Raymond James Financial. In addition, he is a member of numerous boards, including Outback Steakhouse, Inc. and Cora Health Services. He is also a past president of the Florida Security Dealers Association, a past chairman of the board of the Securities Industry Association (SIA), and a past chairman of both the Southern District of the SIA and the District 7 Business Conduct Committee of the National Association of Securities Dealers. He has also served on the Regional Firms Committee and the Nominating Committee of the New York Stock Exchange (NYSE).

Mr. James is an executive committee and board member of the Florida Council of 100, as well as president of the board of trustees of The Salvador Dali Museum. A past chairman of the Florida Council of Economic Education, he currently serves on the Board of Dean’s Advisors at Harvard Business School, as well as the boards of the International Tennis Hall of Fame and the Chi Chi Rodriguez Foundation. In addition, Mr. James has been an active participant with the United Way of Tampa Bay as a member of its board of directors and founding chairman of the organization’s Alexis de Tocqueville Society and the 1995 Pinellas County campaign. He is a past member of the board of Junior Achievement of Pinellas County.

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd.have more than 4,800 financial advisors serving 1.2 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $163 billion, of which are approximately $30 billion are managed by the firm’s asset management subsidiaries.

The Financial Services Roundtable represents 100 of the largest integrated financial services companies providing banking, insurance, and investment products and services to the American consumer.

Member companies participate through the Chief Executive Officer and other senior executives nominated by the CEO. Roundtable member companies provide fuel for America's economic engine, accounting directly for $40.7 trillion in managed assets, $960 billion in revenue, and 2.3 million jobs.

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