Wealth Management Services for Depositories

Quality service. Extraordinary expertise.

For more than 30 years, Raymond James has offered exceptional support and robust resources to help financial institutions reach new heights. Bolstered by the strength and stability of a leading financial services firm and the industry expertise of a boutique, the Financial Institutions Division partners with depository institutions to provide sophisticated advice and solutions designed to meet a diverse range of objectives for investment programs and beyond.

Partnering With the Financial Institutions Division

Sophisticated support to reach new heights

Raymond James offers financial institutions an exceptional range of high-end products, best-in-class technology and sophisticated support aimed at growing investment programs and enhancing services that go beyond brokerage.

Benefits for Your Institutionsee content

Raymond James is a full-service provider with a storied history of building strong relationships with like-minded partners in need of planning resources to help them become the most-respected depository institutions and investment programs in their community.

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Our Processsee content

Drawing on decades of experience, our approach, combined with the products, resources and support of a full-service brokerage provider, enables our partners to compete head-on with wirehouses and other investment providers.

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Financial Advisorssee content

At Raymond James, resources and support are built into the advisor-centric, client-first culture of our firm. Our support associates care about the people they serve, and we help bank advisors build and strengthen their own client-advisor relationships. We work to grow advisory programs and assist with professional development, relationship management, life planning. advisor recruiting and client experience.

Marketing

Technology

Wealth Management

Professional Development

Transition Support

Testimonials

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About the Financial Institutions Division

Who We Serve

A tradition of support
Since 1987, FID has helped the investment programs of community banks and credit unions across the country do more for their clients. We welcome the opportunity to do the same for you.

Meet Our Team

Our directors and teams of experienced staff span the nation and are dedicated to new institutional business development and relationship management.

Thought Leadership

We regularly provide thought leadership, sharing best practices and information with our client institutions to help them grow their businesses.

Testimonials

Hear executives and program managers describe the difference that a partnership with Raymond James has made for their financial institution.

Recent News

March 2018
Top News

Raymond James recognized for innovative technology for sixth consecutive year.

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April 2018
Welcoming our latest additions

Raymond James welcomes Sean Patrick Roche to Fulton Bank in Edison, New Jersey.

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Read the Latest Executive Insights

The quarterly newsletter for Raymond James-affiliated institutions.

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Request Information

Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete one of the below forms or contact us directly at 866.909.5325.