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.

            Sincerely,
            Bill Counsman
            Regional Director

            Meet our team

            Bill Counsman
            Regional Director - West
            AK, AZ, CA, HI, ID, NV, OR, UT, WA
               
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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
            AK, ID, OR, UT, WA
               
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            Marilyn Rhoads
            Business Development Associate
               
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            Debi Liebrecht
            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.

            2019 National Conference

            The 2019 RJFS Elevate Conference will be held at the Aria Resort and Casino in Las Vegas, Nevada, from April 29 – May 2, 2019.

            2019 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.

            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 consultants about what your business would look like as an advisor at Raymond James.

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