Brian Palmeter is a senior vice president at Raymond James in Kansas City, Missouri. Brian works closely with clients to discern their financial goals and needs, helping them unify the intersection of their personal and professional wealth. Drawing on more than 25 years of experience as a business owner and entrepreneur, he is skilled in anticipating the challenges and opportunities that clients can encounter in pursuing a more purposeful and thoughtful approach to their financial lives and legacies.
Keenly attuned to the priorities of each client, Brian offers a highly tailored experience that is grounded in the unique circumstances of each individual, couple or family. He integrates the advice and guidance of locally based specialists, orchestrating cohesive initiatives in investing, wealth strategy, trust and estate planning services, banking, business succession and philanthropy.
Through this team’s approach, Brian supports clients in deploying their capital more efficiently and helping them harness the resources and capabilities that align with their distinctive objectives. Committed to each client's long-term success, Brian builds deep relationships grounded in transparency and trust.
A resident of Kansas City for more than 30 years, Brian has deep roots in the community. Prior to joining Raymond James, he co-owned and managed franchises in the area, overseeing operations and spearheading growth. He believes that his first-hand knowledge of the local business environment allows him to connect clients to practical advice and best practices. A former professional athlete, he offers a competitive spirit and an appreciation for teamwork that ground his work in persistence and resolve.
Brian is involved in a number of civic and service initiatives in the greater Kansas City area. Brian lives in Kansas City and has two children.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
