Raymond James helps us serve you

Tailored advice for what’s most important to you. We understand there’s more to financial planning than helping you decide how to invest. Because those decisions aren’t just about money, they’re about what that money can do - for you, your family, your community. Watch to learn more about Raymond James, a company focused on helping you live your life.

We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.

While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

The firm’s culture of independence allows us to work closely with you to create custom strategies to your short- and long-term financial challenges.

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.

We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.


The thoughtful financial planning we provide is the key to creating a clear path for pursuing the important goals in your life.
Jesse A. Peck, J.D., AAMSTM, WMS; Vice President, Wealth Management