Helping you make the most of your success
Each day you provide uncommon vision and leadership. You guide, direct and challenge the limits of performance. As a result, you have earned significant rewards in recognition of your outstanding service. But these rewards often come with unique challenges and risks, such as highly concentrated stock positions.
Using the many resources at our disposal, we can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.
We understand that goals are the reason why you’ve achieved the pinnacle of success in corporate leadership. And rest assured, while you’re busy pursuing the goals of business, we’ll be behind the scenes supporting you in the systematic pursuit of personal financial success.
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To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy | Legal Disclosures
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy | Legal Disclosures