Managing substantial assets often requires specialized capabilities. The Wealth Solutions team offers just that, helping advisors compete for high-net-worth clientele. Our professionals can cater to a variety of objectives – working as your partner, not your competition.
Whether you’re seeking expertise regarding significant wealth events, estate planning, charitable giving, lending or risk management, the Wealth Solutions team is here to serve you and your clients.
In addition to the extensive resources we dedicate to helping you serve your affluent clients, we also offer those clients the chance to experience it all firsthand – at our international headquarters in St. Petersburg, Florida. As part of our By Invitation Only (BIO) program, you'll invite clients to experience the capabilities and culture of Raymond James – from meeting with our experts and interacting with management to touring The Tom and Mary James/Raymond James Financial Art Collection, one of the largest private collections of wildlife, Western and Pop art in the Southeast.
BIO visits have proved an invaluable tool for many Raymond James advisors. According to a recent survey, 95% of advisors would recommend the BIO program.