Your biggest decision. Our biggest event.

We know you’re weighing one of the most important professional decisions you’ll ever make, which is why we’re inviting you to our biggest event of the year.

The Raymond James Financial Services ELEVATE national conference is where independent advisors can connect with their peers and firm leaders, expand their knowledge and explore new ideas. And it could be where you get one step closer to making that big decision an easy one.

Watch Joe Taylor talk about his experience at ELEVATE.

“It was the best two days we could’ve ever spent in the recruiting process.”

– Joe Taylor, Senior Investment Advisor

We’re bringing Raymond James to you.

While the conference will give you a taste of our culture, we’ll also be offering you an even closer look at everything Raymond James has to offer. During your prospective advisor session, which can be conducted one-on-one or in a group setting, you’ll enjoy a “mini” version of the home office visits we host at our international headquarters, giving you the chance to:

  • Sit down with senior leaders
  • Take in presentations from departments across the firm
  • Participate in Q&As with a panel of newly transitioned advisors
  • And more

A look inside ELEVATE


Top sessions

Prepare for this year’s event with a look back at our most popular sessions, as voted on by attendees.
General Session 12th Annual IIMC Workshop An Exclusive Opportunity: Market Insights

Jeremy Siegel, Ph.D., Russell E. Palmer Professor of Finance, The Wharton School

“High-quality presentation all around with top-notch speaker.”

General Session Paul Reilly Remarks

Paul Reilly, Chairman & CEO, RJF

“Always impressed by the professionalism and sincerity with which Paul communicates. It’s a pleasure to be affiliated!”

General Session Scott Curtis: ELEVATE

Scott Curtis, President, Private Client Group, RJF

“Very good recap of the past, present and future in personal, business and the world. Scott exemplified great fluidity and knowledge in his speech to elevate all of us.”

General Session 2019 RJFS Compliance CE

Melissa Kelly, VP, PCG Compliance, RJF; John Bowman, Regional Compliance Officer, RJFS; Jessica Calley, Sr. Manager, PCG Compliance, RJF; Katie Austin, Compliance Director, Global Functions, RJF

“Well done! Thank you to everyone for the new material and presenting this in an interesting way.”

Panel Session A Little Less Conversation, A Little More Documentation

Valentina Everhart, VP, RJFS Branch Supervision, RJF
Michael Freedman, VP, Assistant General Counsel, Regulatory, RJF

“This panel was awesome! They were engaging with the audience and made the presentation exciting to listen to.”


Pictures of past events

To learn more and register, talk to your consultant.