Welcome to the Financial Institutions Division of Raymond James, where our goal is to help financial institutions, like yours, become the acknowledged leaders in their markets by giving them what they need most – the power of real brokerage.
Simply put, real brokerage means we offer you comprehensive securities brokerage, financial planning and asset management services, as well as capital markets capabilities, backed by a dedicated division to exclusively serve your specialized needs. As the only firm in the country to offer all this, we can provide you with the power to serve all your clients, attract experienced advisors and compete with the wirehouses, all with the robust resources of a conservatively managed, nationally respected firm. It’s a powerful difference we think you’ll appreciate and something your clients will appreciate even more.
By affiliating with Raymond James, you’ll have access to:
It’s also good to know that you don’t have to take our word for it, because year after year, our affiliated institutions and financial advisors are consistently ranked high on the Top Program Managers and the Top Bank Advisors listings from esteemed industry publications like Bank Investment Consultant and On Wall Street.
I hope you’ll find the information we’ve provided to be of practical use in your decision to put the power of real brokerage to work for your financial institution. And I welcome the opportunity to answer any questions you may have as you assess and consider the synergistic value of the products and services we offer.
Senior Vice President, Managing Director
Raymond James Financial Institutions Division
The On Wall Street branch manager recognition is based on marketing strategy, ability to recruit, develop, retain and reward talented advisors, and dedication to providing superior client service, among other factors.
The Bank Investment Consultant recognition is based on a weighted average of six variables: assets under management, production, asset growth, production growth, percentage of fee business and production-per-assets.