Pictured (left to right): Justin Turcotte, Tristan Ryan, Lucas Barnes, Jilian Kolesa, RJ Northeast Regional Director, Jon Wolff, Scott Schutte, and Evan Mattern.
Each May, Raymond James gathers advisors from across the country for its National Elevate Conference. It’s four days of sessions, panels, and a chance to see what’s coming next for the firm and for the industry, capped off by the Gala that closes the week. This year’s conference was in Las Vegas, and the Lightship team made the trip in early May.
The big takeaway for us this year was just how much Raymond James continues to invest in the tools and technology our advisors use every day. The planning and analytics platforms keep getting better, the early work on AI for advisors is genuinely interesting, and the markets and economic research is some of the strongest in the industry. That kind of platform matters to a firm like ours, and to the families we work with.
Good to see Jilian Kolesa and the Northeast regional team out at Elevate. To our clients: thank you. The work means more because of the people we get to do it with.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.