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The Miami Herbert Business School's Distinguished Leaders Lecture Series brings students, alumni and other members of the UM community together with top business leaders throughout the year.
President and Chief Executive Officer
Raymond James & Associates
A financial services executive with over 20 years of experience in the business, I am privileged to support some of our profession's finest financial advisors as the President & CEO of Raymond James & Associates (RJA), the employee-advisor division of our private client group.
Before I had the opportunity to make an impact supporting and coaching our advisors, I was a financial advisor myself for 10 years in Atlanta, Georgia. In 2003, I continued my career with Raymond James by moving to Chattanooga, Tennessee to become a branch manager. Then in 2005, I moved to the home office in St. Petersburg, Florida, to take on a role the firm created for me as a divisional sales manager on the East Coast and in 2012, I was named President of RJA. I was promoted to my current role of President & CEO in 2018.
I still work as a financial advisor and serve a group of clients today. I love it, and truly believe that our profession is a noble one, caring for and protecting the financial lives and well-being of our clients. I have been told by many of our advisors that my own experience as an advisor has made me better able to understand them and support their needs.
Zoom webinar link will be sent to those who have registered 48 hours prior to the event.
The Miami Herbert Business School’s Distinguished Leaders Lecture Series is made possible through the generosity of Southern Glazer’s Wine & Spirits.
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