Financial Services Investment Banking

An innovative perspective. A different kind of firm.

From creative business solutions to analysis of the latest market trends, the Financial Services Investment Banking group at Raymond James wields considerable expertise for its financial services industry clients and has been involved in more than 360 completed transactions since 2011. Our disciplined senior bankers stay immersed in transactions and average more than 16 years of experience across all sectors of the financial services industry. A personalized, client-centric approach to a full array of business services remains a hallmark of our group and of Raymond James.

Recent Transactions

Senior Banking Team

John Roddy Bio Pic
John Roddy
Managing Director, Head of Financial Services
New York
   
Read Bio
Peter Nesvold
Peter Nesvold
Chief Operating Officer, Financial Services Investment Banking
New York
   
Read Bio
Patrick DeLacey
Patrick T. DeLacey
Vice Chairman of Investment Banking
St. Petersburg
   
Read Bio
Richard Durkes
Richard Durkes
Vice Chairman of Investment Banking
Chicago
   
Read Bio
Jeff Brand
Managing Director
Chicago
   
Read Bio
Chris Choate
Christopher W. Choate
Managing Director
St. Petersburg
   
Read Bio
Aaron DiRusso
Aaron C. DiRusso
Managing Director
San Francisco
   
Read Bio
Steve Egli
Steven J. Egli
Managing Director
San Francisco
   
Read Bio
Larry Herman
Larry Herman
Managing Director
Memphis
   
Read Bio
Bio-no-photo
Bob Hutchinson
Managing Director
Boston
   
Read Bio
Ed Higham
Managing Director
New York
   
Read Bio
Jonathan Knauss
Jonathan Knauss
Managing Director
Chicago
   
Read Bio
Sean Martin
Sean Martin
Managing Director
Toronto
   
Read Bio
Michael Mayes
Michael T. Mayes
Managing Director
New York
   
Read Bio
Elizabeth Nesvold
Managing Director, Head of Asset & Wealth Management Investment Banking
New York
   
Read Bio
Sanjay Patel
Sanjay Patel
Managing Director
Chicago
   
Read Bio
Stuart Sweeney
Stuart Sweeney
Managing Director
London
   
Read Bio
Bob Toma
Robert J. Toma
Managing Director
Chicago
   
Read Bio
Bill Wagner
William Wagner
Managing Director
Raleigh
   
Read Bio
Michael Walker
Michael J. Walker
Managing Director
Chicago
   
Read Bio
Dan Weber
Daniel Weber
Managing Director
Chicago
   
Read Bio
J.P. Young
Managing Director
Chicago
   
Read Bio
Brian Nestor
Brian Nestor
Director
St. Petersburg
   
Read Bio
Matt Paramore
Director
Raleigh
   
Read Bio
Bio-no-photo
Andrew Stager
Director
Boston
   
Read Bio
Calvin Chau
Vice President
Boston
   
Read Bio
Brandon Van Heyde
Brandon Van Heyde
Vice President
Chicago
   
Read Bio
Matt Polanin
Vice President
Chicago
   
Read Bio
Michael Sumbs
Vice President
Raleigh
   
Read Bio
Allan Jean
Allan Jean
Director of Mutual Services
Raleigh
   
Read Bio

Locations

ATLANTA
3414 Peachtree Road NE
Suite 500
Atlanta, GA 30326
P: +1.404.442.5800

BOSTON
225 Franklin Street
Suite 2200
Boston, MA 02110
P: +1.617.624.7000

CHICAGO
222 South Riverside Plaza
7th Floor
Chicago, IL 60606
P: +1.312.612.7785

LONDON
11 Hanover Square
London, UK W1S 1JJ
P: +44.20.3798.5700

MEMPHIS
50 N. Front Street
Memphis, TN 38103
P: +1.901.524.4100

NEW YORK
3 Columbus Circle
Suite 2220
New York, NY 10019
P: +1.212.883.9400

RALEIGH
4000 WestChase Boulevard
Suite 500
Raleigh, NC 27607
P: +1.919.755.2600

SAN FRANCISCO
One Embarcadero Center
Suite 650
San Francisco, CA 94111
P: +1.415.616.8900

ST. PETERSBURG
880 Carillon Parkway
St. Petersburg, FL 33716
P: +1.727.567.5012

TORONTO
Suite 5300
40 King Street West
Scotia Plaza, PO Box 415
Toronto, ON
Canada M5H 3Y2
P: +1.877.363.1024

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  November 1, 2019

Raymond James adds James Kim to Health Care Investment Banking

Read More about Raymond James adds James Kim to Health Care Investment Banking
Investment Banking  |  October 23, 2019

Raymond James adds multiple professionals to Financial Services Investment Banking practice

Read More about Raymond James adds multiple professionals to Financial Services Investment Banking practice
Investment Banking  |  October 16, 2019

Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients

Read More about Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients