Southeast Region

A firm like no other

southeast region mapAt the Southeast Region of Raymond James, our business is to support yours. Here, we have the extra advantage of having our home office right in our backyard, too. In fact, our 2-to-1 advisor/home office support associate ratio means you will get the professional, responsive and effective support you need and deserve with a simple phone call or email.

That’s because our Private Client Group represents fully two-thirds of our firm’s total annual revenue. Our culture is built around the needs of the independent advisor because we are an independent firm. We aren’t owned by a bank. In fact, we own a bank whose sole mission is to support you.

And our role as your management team reflects our culture. We are your advocates to help bring about solutions so you can do business the way you want to do it, from transition to technology, marketing to practice management, and compliance to succession planning. We are able to do this well because, frankly, we are financial advisors, former branch managers and practice management experts with years of home office support experience.

I invite you to learn more about our firm and how our home-office advantage can benefit your practice.

Sincerely,
Jodi Perry
Regional Director

Meet Our Team

Jodi Perry
Jodi Perry
Regional Director
   
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Todd Gatrell
Todd Gartrell
Assistant Regional Director
   
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Joseph Pellegrini
Joseph Pellegrini
Vice President, Business Development Consultant
   
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John Schoppe
John Schoppe
Vice President, Business Development Consultant
   
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John Tholen
John Tholen
Vice President, Business Development Consultant
   
Jeff Adams
Jeff Adams
Business Development Associate
   
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Mary Beth Sebesta
Mary Beth Sebesta
Regional Management Liaison
   
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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.

2017 National Conference

The 2017 RJFS National Conference for Professional Development will be held at the Orlando World Center Marriott in Orlando, Florida, April 24-27, 2017.

2017 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 2017 Southeast Regional Conference will be held in Miami, FL, on December 12-14, 2016.

Practice Intelligence Workshops

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

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 recruiters about what your business would look like as an advisor at Raymond James.