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West Region

A firm like no other

west region mapNo one knows your business better than you. But when an issue arises, be it technological, personnel, procedural or even client-related, it helps to have a team of professionals and experts working on your behalf to make things right.

At the West Region of Raymond James, our business is to support yours. We’re more than your management team. We are your local 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 bring the support and solutions of our home office experts closer to you, so you can keep your focus on what you do best – serving your clients.

We have a dedicated in-house, full-service marketing agency with the creative and executive experience to help you design, develop and deliver your brand and market your capabilities. Our technology platform is built for today’s mobile advisor and is among the most innovative in the industry. Combined with our advisor-centric culture and more than 50 years of steady growth and stability, it’s no wonder that Raymond James is attracting more and more successful advisors.

Raymond James understands that to continue to be successful in our business, we have to keep learning. Through regional and national conferences, professional coaching, peer sharing of best practices, and online continuing education through Raymond James University’s large and varied course offerings we are dedicated to educating our advisors and support associates so they can continuously develop as professionals.

I invite you to learn more about our firm and the possibilities that we can bring to your practice.

Bill Counsman
Regional Director

Regional Management Message

Meet our team

Bill Counsman
Regional Director - West
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Casey McGee
Assistant Regional Director
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Sanjiv Shukla
Assistant Regional Director
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Debra Stultz
Regional Operations Consultant
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Ed Rodriguez
Ed Rodriguez
Business Development Consultant
AZ, Southern CA, HI, Southern NV
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Brent Randol
Business Development Consultant
Northern CA, Northern NV
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Rollin Ellis
Business Development Consultant
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Marilyn Rhoads
Business Development Associate
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Debi Liebrecht
Regional Management Liaison
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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 West Regional Conference will be held at the Red Rock Resort & Spa, in Las Vegas, NV, from February 4-6, 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.