For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority, so your phone calls may be routed to our mobile numbers or Raymond James’ corporate offices.

If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access. You can also update your document delivery preferences to reduce the paper mail you receive.

Santa Rosa
Opportunity around the corner.

Our branch in Santa Rosa offers views of Round Barn Boulevard from a unique perspective; our firm will improve your perspective on everything else.

Advisors in Santa Rosa have lots of options but few true alternatives to the bank-owned and influenced models of today. Yet now more than ever, it matters where you work. The line separating Raymond James from the alternatives has never been clearer. More than two-thirds of our revenue comes directly from service to individual investors. That makes it easy for us to remain focused on the right things. Our advisors are free from the shackles of compensation structures designed to restrain, and free from the harm and drama created by the actions of other business units.

Discover the difference for yourself. Please contact me for a confidential conversation.

Santa Rosa Branch

3558 Round Barn Boulevard, Suite 200
Santa Rosa, CA 95403

T: 707.757.2150
F: 855.706.9280


Nathan Clakley

Nathan Clakley

Northern California Complex Manager
Senior Vice President, Investments

 


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