A full range of services designed to help meet every financial need.

You may find that we offer a wider range of services than the typical financial services firm. It simply follows the fact that we do not have typical clients, but rather successful individuals who lead busy, fulfilling lives and, therefore, require a larger breadth and depth of services.

Our areas of service include:

- Wealth Solutions for Corporate Executives
- Banking and Lending Solutions *
- Life, disability, long-term care insurance and annuities
- Trust services
- Retirement Income Planning
- Philanthropic planning/donor-advised funds
- Investment consulting
- Fee-based asset management
- Concentrated assets – risk management
- Alternatives: hedge funds and private equity

*Available through Raymond James Bank. Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance required if property is located in a designated flood zone of "A" or "V". Call Raymond James Bank for rates and other information.

Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.

Raymond James Associates, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.