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About Raymond James

At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1stSM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.

Sticking to our core principles of client first, conservatism, independence and integrity, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most: you and your family.

The markets change, but our values will always be the same. Client first is at our core, supported by conservatism, independence and integrity.

We enjoy having the independence to focus completely on the needs of our clients and full access to the depth of resources at Raymond James in order to fulfill those needs as we see fit. We are not held to proprietary products, managers or corporate agendas, which gives us the flat-out ability to do what’s right for clients.

~   Karen Coyne, CFP©   ~