About Raymond James Financial
In order to provide the highest quality of service and personalized investment advice, we rely on the support of a leader in financial planning – Raymond James. Founded in 1962 and a public company since 1983, Raymond James Financial is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.
The firm offers us extensive resources to complement our expertise and knowledge of clients’ needs.
- More than 10,000 associates worldwide
- Serves more than one million individual and institutional accounts
- Total client assets of approximately $262 billion
- Asset management subsidiaries manage more than $33.1 billion
- Shares traded on the New York Stock Exchange and owned by more than 18,000 individual investors and institutions
- Offices throughout the United States and Canada, as well as Argentina, Belgium, England, France, Germany, India, Luxembourg, Switzerland and Turkey
Financial and Retirement Planning. Through our affiliation with Raymond James, we have exclusive access to cutting-edge asset allocation technology, a diverse realm of financial and retirement planning experts and a comprehensive selection of investment alternatives to help meet a range of objectives.
Nationally Acclaimed Research. Over the years, Raymond James has gained national attention for its research capabilities. Its experts conduct in-depth, forward-looking analysis which Raymond James asset managers use to evaluate investments for both customized and turnkey client portfolios.
Objective Solutions. Above all, Raymond James respects the relationships we maintain with our clients, recognizing that when it comes to meeting their unique needs, we know what's best. With no incentive to sell proprietary investment products or promote certain vendors, we are free to offer truly unbiased financial advice.
