Account Management

We assign each firm a dedicated relationship manager responsible for the strategic business development of our partnership. Your relationship manager is an experienced industry professional with a thorough understanding of the products, services and technology being offered by Raymond James. The relationship manager will also work closely with the various product specialists throughout Raymond James to provide any additional support you may need.

In addition, a dedicated liaison will be assigned to your firm for all of your daily activity needs. Your liaison stays up to date on all Raymond James policies and procedural changes, helping you navigate through our platform.

Both your relationship manager and your liaison utilize various resources throughout Raymond James to help you build your business and strengthen your relationship with us.

© 2009 Raymond James Financial, Inc. All rights reserved.