A firm like no other
In 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 professionals 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.
Meet Our Team
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.
Each year we gather for the Elevate Conference. At Raymond James Financial Services' largest event, independent advisors can connect with their peers and firm leaders, expand their knowledge and explore new ideas.
2020 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 Southeast Regional Conferences will be held at the Loews Atlanta, in Atlanta, GA, from August 5-7, 2020.
Practice Intelligence Workshops
These “By Invitation Only” workshops are designed to assist you in developing your practice to its full potential.
Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as an advisor at Raymond James.