Drawing on our team’s considerable experience and the strength of Raymond James, we offer a complete spectrum of sophisticated wealth and investment services. However big you’re thinking, we’ll look at every angle and consider all the possibilities in order to build a plan that’s the right size for your future.
Comprehensive Wealth Planning
To help you enjoy a full financial life, we start by building a full financial plan. Significant wealth has many facets, so our team looks at each one individually – from funding an education to preparing an estate plan – before developing a strategy that brings them all together.
Our comprehensive wealth planning services for individuals and families:
- Investment and Portfolio Management
- Retirement Planning
- Education Planning
- Estate and Wealth Preservation Planning
- Long-Term Care Planning
- Tax Savings Strategies
- Insurance Planning
- Asset Protection Planning
Investment Services
From basic stocks and bonds to more complex alternative investment planning, our team offers a wide range of sophisticated investment planning and management services. Following modern portfolio theory (MPT), we stress the importance of diversification and evaluating your true risk tolerance in order to strike a unique balance between risk and return.*
Corporate Services
We work closely with business owners and corporate executives to help them find or develop the retirement and benefit plans most suited to the needs of their businesses and the goals of their employees. Then, we provide ongoing seminars and workshops to ensure that company leaders and employees are making the most of their plans.
Our corporate services:
- Corporate Retirement Planning
- Corporate Benefits Education
- Executive Stock Option Planning
- Executive Benefits Planning
- Investment Banking
- Business Succession Planning
Trust Services
Through Raymond James Trust N.A., a wholly owned subsidiary of Raymond James Financial, our team can offer a variety of personal trust services including serving as trustee or as an agent or custodian for individual trustees, as well as serving living trusts, charitable remainder trusts, life insurance trusts, specialty trusts and IRA rollover trusts.
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Client Account Protection
Each account custodied by Raymond James is protected for the net equity of a client’s securities and cash positions.
Raymond James & Associates is a member of SIPC, which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). An explanatory brochure is available upon request, at sipc.org or by calling 202-371-8300.
Raymond James has purchased excess-SIPC coverage through various syndicates of Lloyd’s, a London-based firm. Excess SIPC is fully protected by the Lloyd’s trust funds and Lloyd’s Central Fund. The additional protection currently provided has an aggregate firm limit of $750 million, including a sublimit of $1.9 million per customer for cash above basic SIPC for the wrongful abstraction of customer funds.
Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations.
