The wealth management expertise successful lives demand.
Our alignment with the broker/dealer Raymond James is another important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America. It 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. The firm’s 3,500 professionals in its St. Petersburg, Florida, headquarters provide additional support and resources to help us best serve the needs of our clients.
At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1stSM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.
Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.
Sticking to our core principles of client first, conservatism, independence and integrity, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most: you and your family.
The markets change, but our values will always be the same. Client first is at our core, supported by conservatism, independence and integrity.