Meet Our Team
Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.
The Financial Institutions Division divides the country into three divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.
Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.
30+ years of average industry experience
$121 million in average assets under management per advisor
$704k average advisor production in client institutions
As of 07/31/21
Relationship Management Team
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 the form below or contact us directly at 866.909.5325.