Raymond James: Our dedicated partner

Our business is people. Then. Now. Always. It’s easy to remember what counts most in hard times when it’s what counts most in good ones too. Through upticks, downturns, burst bubbles and historic bull markets, we’ve never lost sight of that fact that there’s a person behind every portfolio. Since 1962, people have been the heart of Raymond James. And in times like these, we return that strength.

We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.

While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

The firm’s culture of independence allows us to work closely with you to create custom strategies to your short- and long-term financial challenges.

Raymond James is committed to diversity and inclusion – to foster an environment where everyone feels valued and everyone can prosper, throughout the firm as well as the communities it serves.

We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.

Blueprints for Your Financial Future

03/02/2021
Investment policy statements can serve as a guide for you and your advisor.
Markets & Investing

Volatility Continues as Fiscal Stimulus Package Takes Shape

03/01/2021
Though rising yields may be indicative of an economic recovery, market volatility and inflationary fear could produce future hurdles.
Markets & Investing

Your Personal Bias May Not Sync With Reality

03/01/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly Market Snapshot

02/26/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

02/26/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

02/26/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

A Taperless Taper Tantrum?

02/26/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Dealing With the Financial Side of Divorce

02/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events

Treasury Auction Results Spark Drop in U.S. Stock Prices

02/25/2021
Despite the recent weakness in equities, Raymond James CIO Larry Adam expects positive stock growth over the next 12 months.
Markets & Investing

“American Rescue Plan” Includes More Payments to Families

02/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy

Remember: RMDs Waived for 2020, Not 2021

02/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity

8 Essential Documents for Your Estate Plan

02/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving

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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