A COLLABORATIVE TEAM to count on
It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and each other, which is why drawing on each other’s expertise and insight is very important to our team.
Together, we enjoy guiding our clients – our friends – through the ins and outs of their financial lives. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.
Our business is a reflection of the people we serve. We believe diversity and inclusion create an environment where everyone feels valued and everyone can prosper, throughout the firm as well as the communities we serve.
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.
We put the needs of our clients first. We chose to align 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 address your short- and long-term financial challenges.
Raymond James focuses on doing what's right for its clients, associates and communities. This commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.
We’re honored to align 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.
We put clients 1st.
They returned the favor.
Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. We’re proud to be part of a company that puts the focus where it belongs: on you.
J.D. Power 2025 U.S. Investor Satisfaction Study announced on 3/20/25 surveyed investors 1/24-12/24. Based on 7,876 responses for advised investors, one company out of 24 was chosen as the winner. Use of study results in promotional materials is subject to a license fee.
J.D.Power 2025 U.S. Investor Satisfaction Study
J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. More: https://bit.ly/4kHB3qv
For J.D.Power 2025 award information, visit jdpower.com/awards.
