Our value proposition:
Exclusive focus on retirement plans: We do not do wealth management, financial planning, stock trading, IRA rollovers, or other activities associated with typical financial planners. We specialize in managing organizational retirement plans. We have managed plans every day for the last 20 years.
Corporate Human Resources Background: We have great insight to what plan sponsors want and need because of Mr. Guilford’s experience in Human Resources. Mr. Guilford worked in every position in HR to include payroll, benefits and as a corporate HR director. We have been on your side of the table, we understand the challenges you face, and use our experience to your advantage.
Breadth of Experience: We work on many different plan types to include 403(b), 401(k), 457, Money Purchase, Defined Benefit, SEPs, SIMPLEs, and even SARSEPs. Our clients cover the gamut of organizations in the DC Metro area to include law firms, associations, government contractors, construction firms, and many other types of organizations. We have developed deep experience with quite a number of vendors which gives us great insight into what works and what does not.
Deep Resource Bench: We have developed, over the years, a wide variety of contacts that specialize in the retirement industry to include ERISA attorneys, TPAs, recordkeepers, mutual fund DCIO experts, and a variety of other knowledgeable people to assist us with managing our plans. In addition, Raymond James has a wealth of resources we can draw from to include similarly situated advisors, back office financial experts, compliance advisors and dedicated team of individuals at the home office that support the advisors that specialize in retirement plan management.
Tim Guilford has been managing retirement plans since 1989. He has 30 years experience in Human Resources and the Employee Benefits field. Tim specializes in managing retirement plans for clients; to include plan design, implementation, investment education, due diligence reviews and vendor evaluation. Prior to joining Raymond James, Tim was a corporate director of Human Resources for a mid-sized firm in Suburban Maryland. Tim has the unique experience of being both a purchaser of and consultant on Human Resources outsourcing. His team works with over 70 organizations managing hundreds of millions in retirement assets for clients in diverse industries such as technology firms, manufacturing firms, professional service firms, and associations. Tim holds a BA in Political Science and an MBA - specializing in finance and human resources. He also has earned his CEBS, CCP, SPHR, and AIF®.
Kelly G. Pettit is licensed Financial Advisor with Raymond James Financial Services, Inc. She is responsible for the solicitation of bids from retirement plan vendors, analysis of plan design and cost, implementation of new retirement plans, day-to-day support of existing clients, and conducts employee meetings. Prior to joining KBS in 1997, she was the Operations Manager for a nationwide turn-key grocery and pharmacy delivery operation. Kelly earned her B.A. in Communications from George Mason University in 1991 and completed her CEBS designation in 2003.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $475 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 9/30/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.