Raymond James

The right advice starts with a trusted relationship.

We believe financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Because as your needs become more complex, sophisticated advice and a relationship built for the long term become even more important.

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Commentary & Insights

Tax Planning

Offset taxes with retirement account contributions

Consider using tax-advantaged accounts to help lower your tax bill.

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Markets & Investing

The 4 stages of investor emotions

Understand how the ups and downs of investing can alter your financial judgement.

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A firm built
entirely around you.

Simply put, our business is people and their financial well-being. That is the foundation on which we were built. A culture of independence gives Raymond James advisors the freedom to offer advice based solely on your best interest. Not our bottom line. All guided by our core tenets of integrity and conservatism and putting clients first.

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We are in a people business,
inside as well as out.

– Bob James, Founder

Raymond James Overview

Sophisticated offerings on a more personal scale.

As a global financial services firm, our focus is on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.

Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

Corporations & Institutions

Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.

Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

Commentary & Insights

Family & Life Events

Studying abroad with 529 plans

Consider whether this savings account can help cover your international education costs.

Read Article about Studying abroad with 529 plans
Estate & Giving

Who should you choose to execute your estate?

When selecting a personal representative, consider the role's many responsibilities.

Read Article about Who should you choose to execute your estate?

Recent News

Corporate News  |  July 24, 2019
Raymond James Financial reports fiscal third quarter 2019 results

Backed by record client assets under administration and financial assets under management, Raymond James reported net revenues of $1.93 billion for the third fiscal quarter of 2019.

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