A veteran of the financial services industry, Debbie Czodli has been with Raymond James since 1989. During that time she has focused on providing comprehensive financial planning services for a variety of clients and has been regularly recognized for her ability to serve the needs of investors. A member of the Raymond James Advisor’s Council, she is also a member of the firm’s President’s Club*– an honor reserved for financial advisors who display exemplary professional growth and adhere to the highest standards of service to their clients.
Debbie is a strong proponent of ongoing professional education. She recently received the designation of wealth management specialist, a certification that further enhances her ability to serve clients, specifically those who may have more complex financial needs. In addition, she believes in sharing her knowledge with others. One way she does so is through her involvement with the Raymond James Women’s Advisory Council, which provides support to female financial advisors at all stages of their careers.
Debbie earned her bachelor’s degree in accounting and served as an accredited tax advisor prior to beginning her career as a financial planning professional.
In her free time, she volunteers at the United Way Beta House and is a member of Women in Philanthropy.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $479 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 4/23/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.