Raymond James

The right advice starts with a trusted relationship.

We believe financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Because as your needs become more complex, sophisticated advice and a relationship built for the long term become even more important.

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Commentary & Insights

Estate  |  June 6, 2019

5 reasons wealth transfers fail

Knowing these common legacy pitfalls can help your family avoid them.

Read Article about 5 reasons wealth transfers fail
Investment Strategy  |  June 7, 2019

How to beat the market heat

When volatility hits, keep a cool head and consider taking advantage of potential opportunities.

Read Article about How to beat the market heat

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Connect with a Raymond James advisor or office near you.

A firm built
entirely around you.

Simply put, our business is people and their financial well-being. That is the foundation on which we were built. A culture of independence gives Raymond James advisors the freedom to offer advice based solely on your best interest. Not our bottom line. All guided by our core tenets of integrity and conservatism and putting clients first.

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We are in a people business,
inside as well as out.

– Bob James, Founder

Raymond James Overview

Sophisticated offerings on a more personal scale.

As a global financial services firm, our focus is on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.

Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

Corporations & Institutions

Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.

Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

Commentary & Insights

Estate  |  May 30, 2019

Skipping a generation can offer tangible tax perks

Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way.

Read Article about Skipping a generation can offer tangible tax perks
Market Updates  |  June 3, 2019

Trade tensions reach a new pitch as June begins

China recently released a white paper that Washington Policy Analyst Ed Mills sees as a signal toward a prolonged U.S.-China trade war.

Read Article about Trade tensions reach a new pitch as June begins

Recent News

Corporate News  |  April 25, 2019
Raymond James Chairman and CEO Paul Reilly on Fox Business

Chairman and CEO Paul Reilly appeared on Fox Business to discuss market news and the firm's growth strategy.

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