Northeast Region

A firm like no other

northeastThe Northeast Region of the United States contains many special places that are treasures to our country’s landscape. From our nation’s capital in Washington, D.C. up to the shores of Acadia and over to the Three Rivers converging in the heart of steel country, we are fortunate to live and work in the most dynamic, innovative and prosperous region in the country.

At Raymond James, we reflect those qualities in everything we do. Our advisors are deeply rooted in the communities where they reside, and our offices can be found on Main Streets in small towns and among the skyscrapers in the financial districts of large cities. Wherever you find us, you’ll find a team of professionals dedicated to one thing – the support and success of the independent advisor.

There is a unique quality to the brand, services and independent solutions provided by advisors like you. And planning your business can be a lengthy endeavor that leads to many questions about the potential for your practice. As you consider your future, it’s important to make sure all your questions are answered. Our team members combine more than 100 years of experience in the financial services industry and we are committed to helping you find the right answers.

I invite you to learn more about our firm and the possibilities that we can bring to your practice.

Sincerely,
Shannon Reid
Regional Director

Meet our team

Shannon Reid
Regional Director
St. Petersburg
   
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Nicole Caringal
Assistant Regional Director
St. Petersburg
   
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Allison Kypros
Allison Kypros
Assistant Regional Director
   
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Thomas Swim
Regional Operations Consultant
St. Petersburg
   
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Ron Singer
Ron Singer
Vice President, Business Development
St. Petersburg
   
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Donna Loufman
Donna Loufman
Vice President, Business Development Consultant
St. Petersburg
   
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Rick Gaston
Rick Gaston
Vice President, Business Development Consultant
   
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Josh Crum
Josh Crum
Business Development Associate
St. Petersburg
   
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Lori Barron
Lori Barron
Regional Management Liaison
St. Petersburg
   
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Events

Conferences, special events & workshops

We know that professional development, networking opportunities and continuing education are indispensable to career and practice growth. Our advisors enjoy access to numerous conferences, workshops and special events designed to provide equal opportunities for professional growth, personal enrichment and fun.

2019 National Conference

The 2019 RJFS Elevate Conference will be held at the Aria Resort and Casino in Las Vegas, Nevada, from April 29 – May 2, 2019.

2019 Regional Conferences

Regional Conferences provide opportunities for advisors to interact with their Regional and Divisional Management teams, key home office departments and Education and Marketing Partners through general sessions, breakouts and new intensive workshops that feature tactical ways to enhance their businesses. There is also a focus on hands-on technology sessions that highlight recent and upcoming technology tools at Raymond James. The 2019 Northern Regional Conference will be held in Boston, Massachusetts, from August 14 to 16, 2019.

Practice Intelligence Workshops

These “By Invitation Only” workshops are designed to assist you in developing your practice to its full potential.

2019 Women’s Symposium

The Women's Symposium is an event that unites women from all walks of financial service – and all across the country – for a three-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers. The 2019 Annual Women’s Symposium will be held September 11-13, 2019, at the Ritz-Carlton Grande Lakes Orlando Resort in Orlando, Florida.

2019 RJFS Symposiums

The Winter Symposium provides the opportunity to bring together our council members from the Northeast and Midwest ICD regions, special guests representing newer offices, and FAs involved in the RJFS coaching process. The highlight of the symposium is networking with your peers and gaining exposure to speakers highly relevant to the current financial environment. The RJFS Winter Symposium will be held at the Vinoy Renaissance in downtown St. Petersburg, Florida.

The Summer Symposium is a unique “by-invitation-only,” family-friendly event featuring educational topics that are specifically tailored to the challenges top producers face in running their businesses. This high-quality content will be delivered by top leaders in Raymond James, our partner firms, financial services industry consultants and your fellow FAs. The RJFS Summer Symposium will take place at Skytop Lodge, a grand historic resort surrounded by stunning vistas of the Pocono Mountains, from June 26-28, 2019.

Ready to learn more?

Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultants about what your business would look like as an advisor at Raymond James.