FSDA was a proud contributor at the SIFMA’s Private Client Conference held April 10-12, 2019 in Naples, Florida. The conference brought together leaders from across private wealth management to examine the most topical issues facing the business.  

FSDA attendees shared best practices with some of the industry’s senior leaders and extolled the virtues of the FSDA, including its important mission to advocate on behalf of the industry and provide education opportunities for its members and Florida's investing public.

Jodi Perry, President of the Independent Contractor Division of Raymond James Financial Services, a FSDA Institutional member, was one of many dynamic panelists.   Jodi’s panel, “The “Only” Experience: What Can We Do? Taking Responsibility for Shaping the Future,” tackled different angles on the gender diversity conversation and shared innovative strategies that are pushing diversity to the top of the Industry agenda.

Conference attendees included leaders from the following FSDA member firms: Edward Jones, Merrill Lynch Wealth Management, Bank of America Merrill Lynch, Baird, Raymond James & Associates and Morgan Stanley.