Contributing to the quality of life
in our cherished community
There is a sense of home here that is both indisputable and irresistible – a calming pace combined with an urban sophistication exemplified by our equestrian community and upscale vineyards. There is an unmistakable sense of history and heritage of all who came before, from the Chumash Indians to Franciscan monks.
We believe our clients have come to increasingly regard us as one of the endearing assets of our community, ever appreciative in knowing they can find a high level of financial guidance here in their new home.
We have gathered our financial wisdom in places from New York to Chicago to San Francisco, but like you, have gravitated to this unique rendition of the good life. By getting to know you and your financial needs and goals, we can tailor investment guidance designed to make you feel right at home here in the community we all share.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client-focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a comprehensive range of resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $270 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
Raymond James adheres to a strict client-first focus. Nowhere is that focus more apparent than during the creation of your financial plan. It is considered an opportunity to get to know you personally. It is an opportunity to celebrate your accomplishments, explore your vision for the future and reinforce your commitment to creating a pragmatic plan for the future. It’s a positive step toward financial independence with an advisor who will be with you on that journey every step of the way.
Raymond James is widely recognized for its industry-leading capabilities and client service. Combined with its award-winning equity research, continuing financial stability, and a comprehensive array of resources and expertise, Raymond James offers wealth planning services comparable to those found at even the largest brokerage firms. In short, Raymond James continually strives to be the premier alternative to Wall Street.
In March 2011, Fortune magazine ranked Raymond James Financial the fourth most admired securities company in the world.
For a complete listing of recent accolades Raymond James has received, click here.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor's return.
Fortune ranking based on an average score of nine key attributes of reputation: people management, use of corporate assets, social responsibility, quality of management, financial soundness, long-term investment, quality of products/services, global competitiveness and innovation.