Welcome and thank you for exploring the Cleveland – Columbus complex of Raymond James; we think you’ll like it here.

During my time in the financial services industry, I’ve seen some of the best and worst financial markets, the rise and fall of some of the biggest names on Wall Street, and I have also been fortunate to see the very best this industry has to offer, its people. This idea can get lost in the face of economic turmoil or in the interest of ever bigger bottom lines – and this was one of the main reasons why I left my career at a large well-known wirehouse to come to Raymond James. The answer isn’t complicated; I wanted to work at a truly full-service wealth management firm that shares my values of integrity, trust, empowerment and partnership and fosters a truly advisor-centric, client-first culture. And that is what I found!

Raymond James is a different kind of financial services firm – a firm that has never lost sight of the value of its people. Founded in 1962 to serve and support financial advisors and their clients, that mission remains our core principle. It is not a slogan or sales pitch; it is the center of everything we do, and it shows in what we deliver every day. A significant differentiator is that we recognize and celebrate advisors as the rightful owners of their books of business because we understand how important your clients are to you. Many firms state similar things, but we put ours in writing, the Advisor Bill of Rights. Your clients are yours, and our advisors are our clients. Our top priority is our people – not products.

We are a firm where freedom lives, a firm that respects the distinct nature of your practice, and a firm committed to providing the foundation through which you can pursue great things. Raymond James has leapfrogged many firms in technology and client resources and built an integrated platform that is designed to empower you, your brand and your practice. As a full-service wealth management firm, Raymond James can support all of your clients’ needs today and tomorrow.

Our entrepreneurial spirit has always made Raymond James different. If you’re interested in having the freedom and independence to run your business as you see fit while getting the support and investment you need to grow your practice, I encourage you to contact me for a confidential introduction to our great firm!

To better help you explore Raymond James, we have included links below that will allow you the opportunity to better understand our vast resources, robust platforms and offerings. I hope you will take a couple of minutes to explore – I know you will be impressed!