Your sensitive information is safe with us.

Our relationship with you is paramount. We have to collect some of your most sensitive financial information in order to perform advanced financial planning and investment analysis. We take every step possible to protect it:

  • We protect the confidentiality of your personal information by restricting access to it and maintaining physical, electronic and procedural safeguards.
  • We do not disclose any nonpublic information about our clients to anyone except as required by law.
  • We do not sell your personal information to anyone.

Learning How Raymond James Protects Your Account