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

                  2020 Kickoff

                  Meet our team

                  Shannon Reid
                  Regional Director - Northeast
                  CT, D.C., DE, MA, MD, ME, NH, NJ, NY, PA, RI, VA, VT
                     
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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 Consultant
                  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
                  St. Petersburg
                     
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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.

                  2020 National Conference

                  The 2020 RJFS Elevate Conference will be held at the Orlando World Center Marriott, in Orlando, FL, from April 20-23, 2020.

                  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 Northeast Regional Conference will be held at the Loews Philadelphia, in Philadelphia, PA, from August 17-19, 2020.

                  2020 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 2020 Annual Women’s Symposium will be held September 16-18, 2020, at the Ritz-Carlton Grande Lakes - Orlando, Florida.

                  2020 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.

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

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