Independence in action

At Raymond James, we give advisors the freedom to run their businesses their way – along with full access to the powerful resources and dedicated support you’d expect from a leading financial firm.

But don’t just take our word for it. Hear from advisors like you about what it’s really like having the support of Raymond James. You’ll get an inside look at everything from our transition process to how our specialized resources help independent advisors reach new heights.

Latest case study


Recognizing the right opportunities for change

An interview with Steve Burch on how putting the client first can yield notable results.

View latest case study

Past case studies

The courage to carve a new path

An interview with Russell Riggan, AAMS®.

A matter of time

Advisor Sandy Adams and her approach to long-term planning

A transformational partnership

Advisor Mabry “Trip” Phillips on collaborating with the Raymond James Succession & Acquisition Planning team.