“It’s completely acceptable to be different and stand out. I was able to tell the marketing team who I am – a mother, an entrepreneur, a mentor – and what speaks to me, and then see that come to life. The result means potential clients can get a flavor of who we are as a team before they call or set an appointment, which saves us both time.”

Michelle Marquez
Managing Director
Marquez Private Wealth Management of Raymond James
Pasadena, California
Affiliation: Raymond James & Associates (RJA, employee channel)

“I knew when I left a regional bank, I wanted to focus on business owners and exit planning. The more Raymond James understood my goals and how I wanted to run my practice, the more they introduced me to anyone within the firm they thought could be a resource to me, allowing me to ask questions and describe my clients’ situations and providing me with answers and tools to help them navigate the process.”

Brock Bowden
Wealth Advisor and Partner
Fortress Asset Management
Salt Lake City, Utah
Affiliation: RIA & Custody Services (RCS, independent RIA channel)

“Raymond James has allowed me to build my business into what it is today. All I have had to do is ask for help. I’ve had access to branding experts who helped me succinctly define and curate my firm’s message and brand and have been introduced to other advisors who are passionate about branding and communicating the value they bring to the table as financial experts.”

Fraley Turnipseed, MBA, AIF^®
President, Pentas Wealth Management
Financial Advisor, Raymond James Financial Services
Moultrie, Georgia
Affiliation: Financial Institutions Division (FID, bank & credit union advisors)

“Raymond James has always been very advisor-centered in terms of what they come up with from a technology standpoint. The firm really does a good job piloting new technologies with not just advisors, but with advisors’ support teams as well.”

Patrick Varney
Investment Management Consultant and Financial Advisor
Bank of Colorado Investment Services
Windsor, Colorado
Affiliation: Financial Institutions Division (FID, bank & credit union advisors)