Billy Peterson, Raymond James Financial Services
On transition support and the benefits of a well-built website.

Todd McCray, Raymond James Financial Services
The advantages of freedom from having to push proprietary products.

Sherri Stephens, Raymond James Financial Services
The benefits of the firm’s asset management programs.

Bob Stanton & Ron Castleton, Raymond James Financial Services
Leveraging the support, strength and technology of a national firm like Raymond James.

Mike Baumstark, Raymond James Financial Services
On senior management engagement and accessibility.

Jeremy Strickler, Raymond James & Associates
On the freedom to do what’s best for the client.

Jay Gagne, Raymond James & Associates
On book ownership and freedom from pressure to sell proprietary products.

Reza Mollabashy, Raymond James & Associates
On the power of the BIO visit to cement new client relationships.