We take care of our clients and their financial well-being. Only when we help them achieve success do we achieve our own.
We take a long-term approach. Discipline in decision making translates to a strong, stable firm for clients, advisors, associates and shareholders.
We value our independence as a company and respect the right of professionals who affiliate with us to make decisions in the best interests of their clients.
We are forthright in our approach and earn each client’s trust.
Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts:
We, the associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.