Thanks for taking the time to learn more about the Eastern Division of Raymond James & Associates. You may already know that we have a significant presence in the Southeast, with our international headquarters in St. Petersburg. What you may not know is that our division – including Florida, Maryland, Delaware, Rhode Island, Connecticut, Massachusetts, New Jersey, Greater Washington, D.C., and eastern New York and Pennsylvania – and our company are both experiencing extraordinary growth, and attracting advisors from every major financial firm. I’d like to tell you why.
The challenging environment for financial services companies has led many advisors to re-examine the policies and philosophies of their employers. When they do, many are drawn to the Raymond James commitment to conservative management, to always acting in clients’ best interests and to our focus on providing exceptional support and resources for financial advisors.
At Raymond James, financial advisors own their books* and have the freedom to build and run their own practices, while benefiting from senior management and back-office support and receiving full access to award-winning research. We believe in helping our advisors grow their businesses by doing what’s best for clients, not by pushing proprietary products or meeting quotas.
That philosophy has earned Raymond James a reputation for integrity and stability, as well as high marks for investor satisfaction. There’s more to the Raymond James story, much more, and I hope you will take the next step to call me to schedule a personal meeting.
Thanks again for your time.
* Qualifying criteria apply
Eastern Division Director | Senior Vice President
Ira Federer is senior vice president and division director for Raymond James & Associates, Inc., whose international headquarters is located in St. Petersburg, Florida.
Ira was hired in 1994 as the first vice president of strategic development for Raymond James & Associates. He held positions as first vice president and north Florida regional manager and senior vice president and east Florida regional manager before taking over as regional manager for the entire state of Florida in 1999. He is currently the division director for the Florida/Metro Division, which consists of more than 40 branch offices in Florida in addition to offices in New York, New Jersey, South Carolina and Massachusetts.
Ira is a 1975 graduate of Rutgers University and received an MBA from the University of Miami in 1977. He is a graduate of the Securities Industry Institute at the Wharton School. He also holds the wealth management specialist designation. Prior to joining Raymond James, Ira spent 15 years at Prudential Securities as a financial advisor and held various management positions.
Ira is a past president of the Florida Securities Dealers Association (FSDA) and has been on the FSDA’s board of directors since 1993. He is a member of SIFMA’s Bulls Sales Management Roundtable and was formerly chairperson of that committee. He is also a former board member of the Tampa Museum of Art and is currently an active member in numerous organizations throughout the state of Florida.
Ira and his wife, Denise, reside in Tampa and have two sons.
North Atlantic Region Director | Senior Vice President, Investments
Tom, who began his career as a financial advisor, has been in management since 2001. He’s held branch manager, complex manager and regional director roles since then. Tom has been with Raymond James since 1998 during which he has gained an in-depth knowledge of the firm, its products, technology and culture. He is also skilled in fostering smooth transitions for financial advisors. Because of his background as a financial advisor, he is in tune with advisors’ needs and is deeply committed to supporting them as they develop their careers. This is one of the reasons he was named Raymond James & Associates Branch Manager of the Year in 2006 and Complex Manager of the Year in 2010. Tom holds a bachelor’s degree in finance and economics from the University of Texas at El Paso and completed the Securities Industry Institute at The Wharton School of the University of Pennsylvania. Tom has been a past member of the Raymond James Executive Council.
Coastal Region Director | Senior Vice President, Investments
Patrick O’Connor is the Regional Director for the Eastern Division’s Coastal region. Previously, he was senior vice president of the Wealth, Retirement & Portfolio Solutions department and led efforts within the Private Client Group to empower financial advisors to deliver industry leading advice to their clients. In this role, Patrick’s areas of responsibility included wealth management and financial planning consulting, portfolio construction, retirement solutions, retirement plan consulting and advisory technology tools. Patrick also oversaw the firm’s Private Wealth Advisory program for investment banking clients and served as chairperson of the firm’s Investment Strategy Committee.
Patrick joined Raymond James in 2001 to lead the product development and financial advisor support for the Alternative Investments Group, a new division of the firm at the time. In 2006, he co-founded the Wealth Solutions department to build the firm’ strategy and improve advisor effectiveness in the high net worth market. In 2009, he took on additional management responsibilities for the Financial Planning Group before assuming his current role in 2012.
Patrick has a Bachelor of Arts degree in political science and a Masters in international business from the University of Florida, where he was a member of the men’ basketball team. Patrick represents Raymond James as a member of the Wealth Strategies Roundtable of the Securities Industry and Financial Markets Association, and serves on the Board of Directors and Executive Committee of Junior Achievement of Tampa Bay. He is a CFA charterholder and is a Licensed Registered Representative for FINRA Series 7, 9, 10, 31 and 66.
Division Administrator - Eastern
Britany is the operations point of contact for the North Atlantic Region. She supports Complex Managers, Branch Managers, Operations Managers, and Advisors. Britany’s previous role with the firm was as a Transition Consultant and she has helped onboard over 85 teams into Raymond James. Her attention to detail and reassurance has ensured that recruits have a smooth experience moving from other firms into Raymond James. Britany assists branches with an array of topics including: P&L management, expense control, HR issues, onboarding/recruiting, and real estate.
Britany started out in the industry at First Investors Corporation as a Financial Advisor in 2008. She joined Raymond James in 2011 and spent the bulk of her career in the Transition Management department. Britany graduated from Florida State University with a BS in Psychology.
There is currently no branch in this area.
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