Southeast Region

                  A firm like no other

                  southeast region mapIn 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.

                  Sincerely,
                  Todd Gartrell
                  Regional Director

                  2020 Kickoff

                  Meet Our Team

                  Todd Gartrell
                  Regional Director - Southeast
                  AL, FL, GA, MS, NC, PR, SC, TN
                     
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                  Kristine Bergin
                  Assistant Regional Director
                     
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                  Samantha Fernandez
                  Assistant Regional Director
                     
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                  Mary Beth Sebesta
                  Regional Operations Consultant
                     
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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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                  Alice Anne Todd
                  Business Development Associate
                     
                  Shelley Eggleston
                  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.

                  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 Southeast Regional Conferences will be held at the Hilton Bonnet Creek, in Orlando, FL, from March 11-13, 2020, and 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.

                  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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