The latest moves, appointments and personnel changes in the North American wealth management sector.

Raymond James
Raymond James has welcomed financial advisor Valerie Zwosta to the firm's employee advisor channel in Tulsa, Oklahoma.

Zwosta arrives from Wells Fargo, where she managed about $110 million in client assets. She leads Zwosta Wealth Management of Raymond James, serving families, individuals and retirees as part of RJA’s Tulsa branch.  

Broadridge
Broadridge, a fintech firm, has appointed Larry Conover as vice president, special advisor for proxy and corporate actions.

Conover will concentrate on creating new ways to create value for clients within the Broadridge network globally. He will also drive and support industry initiatives such as end-to-end confirmation for proxy contests.

Prior to this, Conover worked at Fidelity Investments, as vice president for the operations and services group. He has worked in financial services for more than 25 years.

Based in New York, Conover will report to Swatika Rajaram, senior VP, head of US proxy and post-sale business.