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  • 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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