We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Commitments vary in significance. Ours is a commitment you won’t find anywhere else. And it gets noticed. Raymond James has been recognized for its success before, but the firm’s steadfast commitment to always putting the client first is what I find noteworthy.
Raymond James was founded in 1962 as a different kind of financial services firm, focused on each client’s unique financial needs and goals. That commitment holds true today and has resulted in client satisfaction, as well as award-winning equity research and industry recognition. Recently, Raymond James has earned praise from prominent industry media.
In March 2016:
I’m very proud of the accolades Raymond James continues to receive. For me, they underscore the advantage of working with a firm that remains faithful to its founding value of putting clients first. Raymond James CEO Paul Reilly recently reaffirmed that mandate, saying, “If we take care of our clients and their well-being, they will take care of us and we will prosper.”
Raymond James remains a pillar of stability with 129 consecutive quarters of profitability (as of 3/31/2020). The goal is to be the premier alternative to Wall Street with all the capabilities, but with that client orientation and family feel. These industry honors reinforce our reputation as a respected, client-focused firm that values conservatism, independence and integrity – some of the reasons I’m proud to be affiliated with Raymond James.
I am happy to address any questions you might have about Raymond James or my services. Feel free to contact me at your convenience.
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2016, roughly 980 applications were received and 400 were selected to the final list (40.8%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
The Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the 2016 Technology Innovation Award is limited to products launched in 2015 and is open to BISA Leadership members, as well as Associate and Associate Plus members. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James.
Barron’s Top 1,200 Financial Advisors, 2016. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.