At Raymond James, we believe advisors should have the freedom and flexibility to run their businesses on their own terms, along with the resources and support they need to succeed. That’s the people-first approach upon which our firm was founded, and one that’s distinguished us through the years. Experience it for yourself with a virtual or in-person Home Office Visit (HOV).
What to expect from your Home Office Visit (HOV)
When you step foot inside the Raymond James international headquarters, you’ll see what we mean when we say we put clients first. And you’ll see how we do it: by offering superlative support to each of our advisors.
We’ll start your in-person HOV by arranging your travel accommodations to St. Petersburg, Florida, for an immersive, behind-the-scenes tour of our firm – all guided by an agenda tailored to your specific interests and business needs.
Once here, you’ll meet with firmwide specialists and executive leaders ready to help you create – and grow – the practice you envision. You’ll also explore different departments and discover how we can help you address the most complex of client needs. Best of all, you won’t have to worry about a thing – we’ll fly you out, take care of your lodging and do it all confidentially.Let’s save the date
Our virtual HOVs offer the same personalized and enriching experience as our in-person HOVs – all from the comfort of your office or home. Additionally, you’ll have the opportunity to customize your agenda even more, allowing your HOV to span half days, multiple days or a full day.Secure your spot
Who you’ll hear from
Asset Management Services
The wide range of fee-based portfolios offered by our Asset Management Services (AMS) team is designed to help advisors create a solution for any investor need.
Our cutting-edge technology platform is designed for – and with input from – advisors, seamlessly integrating 30 systems, safeguarding information and providing the mobility that makes it easier to serve clients.
Our full-service, in-house marketing agency offers a range of branding and advertising solutions – including custom websites and social media strategies – from an award-winning team of creative and account service professionals.
Our professionals cater to the planning and wealth management needs of high-net-worth clients – working as your partner, not your competition. Whether you’re seeking expertise regarding significant wealth events or guidance with estate planning, charitable giving, lending solutions or risk management, the Wealth Solutions team is here to serve you and your clients.
Banking and Lending
Raymond James can provide you and your clients with a complete cash management solution, providing comprehensive spending tools, as well as banking services including securities-based lending, money market accounts, CDs, internet banking and a variety of consumer loans.
Raymond James Trust, N.A., offers a variety of personal and charitable trust services to deepen your client relationships, including revocable living trusts, irrevocable trusts, testamentary trusts, charitable trusts, life insurance trusts, special needs trusts, marital trusts and more.
When you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.
PCG Education & Practice Management focuses on providing you with the best available tools and resources to help manage your practice effectively and accelerate business growth – all while ensuring you have the flexibility and support to grow your business on your terms.
At Raymond James, we have approximately 60 analysts in the U.S. and Canada covering more than 1,100 companies in nine highly focused industries: consumer, energy, financial services, healthcare, industrial, mining and natural resources, real estate, technology and communications, and transportation.
Who you’ll meet
Our executive team
The leaders of Raymond James are veterans of the firm and the industry, so they understand the nuanced needs of advisors. Dedicated to helping advisors grow their businesses, our senior leaders are accessible – eager to listen and offer feedback.
Product and service area experts
You’ll have the opportunity to customize your agenda and meet with subject matter experts across the firm. They’ll take the time to learn about you – understanding your practice and business goals – to identify how we can best support you and answer questions specific to your needs.
The Transitions team
To help ensure advisors make a seamless move, our Transitions team – one of the largest in the industry – provides robust resources and one-on-one support. Each advisor has two dedicated transitions consultants, one that serves as a liaison for support resources at the home office and one that is a dedicated technology consultant.
What you’ll experience
At Raymond James, we put people first and our advisors are viewed as clients of the firm. Our core values call for long-term thinking, independence, integrity and putting clients first. Our culture is the No. 1 reason advisors join our firm – and why they stay.
We believe you should be the one who determines the best course for your business – so much so, we’ve put it in writing. Read our Financial Advisor Bill of Rights – the first of its kind in the industry – highlighting how you can operate your practice free from constraints, such as no account minimums, the right to book ownership, straightforward and consistent payout, and more.
Our belief is simple – it’s your business, and we think you should decide how to run it. AdvisorChoice® is an affiliation platform that gives advisors an array of powerful options and the freedom to choose among them. Each affiliation option offers a unique combination of support, degree of freedom and the flexibility to build your business as you see fit.