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Services for Affluent Investors

Raymond James helps advisors compete effectively for clients with high net worth. The affluent audience responds particularly well to our support of the advisor/client relationship, and advisors find our support tools and research to hold real value as they enter or expand their presence in this market. Look to our Wealth Solutions team to be an extension of your practice; the team can work with you behind the scenes or can take a more active role to provide case management support that is unrivaled in the industry, professional development opportunities, marketing strategy and outreach materials and advanced products. Wealth Solutions coordinates the firm’s “By Invitation Only” visits that bring your best clients to our international headquarters in Florida to meet with our experts and interact with management.
 
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