Raymond James Plans New Venue for Growing Women’s Symposium

During Thursday’s awards event, advisor Sacha Millstone said she was matching individual donations of up to $100 to Funding the Future, which sponsors music shows in schools highlighting the importance of financial literacy. Several other advisors announced plans to launch a donor advised fund to support women facing financial hardship. 

As for the overall success of the Women’s Symposium, Lynch says she could not be more pleased. “Earlier in the week, we had presenters that really spoke to the audience,” she said in an interview, referring to BBC anchor and author Katty Kay and Jan Holman of Thornburg Investment Management.

Kay’s book “The Confidence Code” highlights “what we all struggle with, ruminating or worrying” rather than acting on our dreams, Lynch explains. “That word, ruminating, became a buzzword at the conference, and Holman’s talk on helping women in transition gave everyone actionable ideas, which is also what the conference is all about.”

Raymond James includes about 6,400 advisors in the United States and Canada, about 850 of whom are women. In addition to female reps, more than 100 members of the company’s Capital Markets team attended part of the Women’s Symposium.

The company’s Executive Committee includes Bella Loykhter Allaire, executive vice president of technology and operations; Shelley Broader, president and CEO of Walmart’s Europe, Middle East, Africa and Canada operations, as well as Susan Story, president and CEO of American Water Works, sit on its corporate board of directors.

— Check out Female Clients Talk About Why They Love Their Advisors on ThinkAdvisor.