A nationwide network of retirement plan specialists

A team of dedicated and experienced professionals well-versed in company-sponsored retirement plans. As members of the Raymond James Retirement Plan & Institutional Advisory Council*, they provide specialized experience and support and uphold a fiduciary standard of care for serving retirement plans and plan sponsors, as well as foundations, endowments and other institutions.

They are immersed in all aspects of the plan, including investment policy statement development, investment recommendations, provider reviews, yearly annual reviews and financial education for plan participants.

*Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Certified Divorce Financial Analyst® and CDFA® are trademarks of the Institute for Divorce Financial Analysts™ (IDFA) in the U.S. and/or other countries. The designation of Certified Divorce Financial Analyst® is awarded by IDFA to individuals who successfully complete the training and test requirements set by IDFA.
AAMS™ and Accredited Asset Management SpecialistTM are registered service marks of the College for Financial Planning.