A planning partner

At Harrell Investment Partners of Raymond James, our clients share the belief that if a decision in their life involves a dollar sign, they want to talk to us about it. Understanding the needs of affluent investors, we comprehensively address the wealth management and financial planning needs unique to you.
Much more than investment selection and management, our team is a true partner for all of your financial affairs – taking care of both the largest matters and smallest details. Through a partnership where you come first, we work to make all the pieces fit just right for an efficient and rewarding life.