Raymond James Financial is hosting its annual women’s symposium next Wednesday through Friday in St. Petersburg, Fla. Nicole Spinelli, director of the network for women advisors, says that 105 Raymond James advisors — most with Raymond James & Associates, the broker-dealer’s employee-advisor channel — plan to attend. Overall, the firm has about 5,300 advisors and, as of August 30, $237 billion in assets under administration.
In addition to the educational sessions that will focus on asset management, practice intelligence, insurance and annuities, and information technology, other sessions include top advisor presentations, performance coaching and networking.
Speakers include Dr. Pamela Smith of Nataxis Global Associates, Susan Story of Gulf Power (and a Raymond James board member), executive speech coach Deb Sofield and Kathryn Capage of Invesco, who will speak on the upcoming elections.
In addition, the 100-plus female advisors will have time to hear from and ask questions of the firm’s top executives, including Chairman Tom James, CEO Paul Reilly, COO Chet Helck, Chief Administrative Officer Angela Biever, Raymond James & Associates President Dennis Zank and Raymond James Financial Services Chairman and CEO Dick Averitt.
“This is really good for the advisors, and they enjoy it,” said Spinellli in a phone interview. “They really get to mingle a lot with the executives, since it’s a small conference.”