When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing that support comes with the insight and experience of a hometown team.
Welcome to the Birmingham Branch, where we put clients exactly where they belong – first.
We are financial advisors who put clients first, backed by a firm that does the same.
At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.
At a Glance
Raymond James has delivered 142 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.
* As of 6/30/2023. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
In 1962, a different kind of financial services firm was founded.
Get to know Raymond James.About Us
Meet Our Team
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Focus on philanthropy this Fall
Fed elects to skip rate hike at September 2023 FOMC meeting
Unlock the full potential of profit sharing
Your business deserves an “estate plan”
To the point!
To increase or not to increase: That is the question
Keeping an eye on the Fed’s projections
Give your old devices new life
Impact of local infrastructure investments on a portfolio
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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