Partners of stability and strength

Gateway Wealth Strategies is a subsidiary of Travelers Rest Bancshares, Inc. Since 1946, Bank of Travelers Rest – the oldest privately held financial institution headquartered in Greenville County, South Carolina – has grown from a one-room, 12-person operation to become one of the most successful independent banks in the Carolinas.

For more than 70 years, the bank’s commitment to community and conservatism has served it well, allowing it to stay strong, stable and profitable even during periods of widespread upheaval. In the face of the 2008/2009 recession, Bank of Travelers Rest took no TARP funds.

Through our association with the bank, our clients have access to the resources of a solid institution and the skills of a team of seasoned financial professionals – adept at managing the liability side of your business’s finances, as well as your personal “balance sheet.”

To learn more about the bank, visit bankoftravelersrest.com.

Gateway Wealth Strategies and Bank of Travelers Rest are independent of Raymond James Financial Services, Inc.

In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

A brief history

  • 1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.
  • 1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.
  • 2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.
  • 2012: Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.
  • 2013: Raymond James reaches its 100th consecutive quarter of profitability.1

From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • Approximately 6,800 financial advisors
  • More than 2.8 million client accounts
  • Over 2,800 locations throughout the United States, Canada and overseas
  • Approximately $535 billion in total client assets
  • 21% total capital ratio – over 2x regulatory requirement
  • BBB, positive outlook credit rating (S&P)

It’s been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at raymondjames.com.

1 Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

*As of 6/30/2016

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Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.

Vince Lombardi