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

Markets & Investing  |  October 10, 2019

Social Security increases benefits by 1.6% for 2020

Nearly 69 million Americans will see the increase in their payments beginning in January.

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Markets & Investing  |  October 1, 2019

October 2019 Investment Strategy Quarterly

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

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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

Family & Life Events

Let's clear up 10 misconceptions about HSAs

When it comes to the versatile health savings account, misunderstandings abound.

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Estate & Giving

7 common beneficiary choices you should probably rethink

From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.

Listen about 7 common beneficiary choices you should probably rethink

Recent News

Corporate News  |  July 24, 2019
Raymond James Financial reports fiscal third quarter 2019 results

Backed by record client assets under administration and financial assets under management, Raymond James reported net revenues of $1.93 billion for the third fiscal quarter of 2019.

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