When asked what words I would want clients to use to describe me, I chose the three listed above. I can’t imagine three words that I would rather have people use when thinking of me.
Conscientious, Knowledgeable and Responsive–those words alone could be one of the best job descriptions of what advisors should look for in a manager and what a client should look for in an advisor. In all my interactions I never forget it is the relationship that matters. Whether designing Legacy Plans for individuals and families or creating an atmosphere were advisors can invest for the best interest of their clients; it is important to follow those three words.
Raymond James has consistently ranked in the top percentage of surveys regarding employee and client satisfaction. The culture of putting the client-advisor relationship first starts at the top and is reinforced at the branch level.
We’ve always thought strength emerges from solid risk management. This founding belief is one reason we continue to take a long-term view and remain disciplined – for clients, as well as for our firm.
There’s still a place where stability and your satisfaction matter.
There’s still Raymond James.
Doesn’t your future deserve a firm and an advisor that stay true to their core beliefs in good times and bad?
A pragmatic approach to wealth management.Learn More
Expertise to support the unique needs and goals of non-profitsLearn More
Confidently manage your new assets with the guidance of our experienced team.Learn More
Nurturing wealth so you can live a longer, better life.Learn More
Unique solutions for business owners and entrepreneurs.Learn More
Delivering strategic solutions to support and sustain the mission of your foundation.Learn More
"Price is what you pay. Value is what you get."
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.Learn More
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.Learn More
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.Learn More