Corporate Executives

Financial guidance for your walk in life.

Your uncommon vision and leadership have led you down a path to success. The rewards of your position are significant. But with them often come unique challenges and risks, such as highly concentrated stock positions.

We can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions.

In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.

“Along with assembling comprehensive financial plans, our team is really good at building client relationships, too.”

Latest News

Macro forces are the main driver of the equity market

Raymond James CIO Larry Adam provides three reasons investors should look beyond politics and not make politically-driven portfolio changes.
Economy & Policy

July FOMC meeting preview

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Three building uncertainties weighing on the equity market

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

After Biden: What comes next?

Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.
Markets & Investing

10 common scams and how to avoid them

Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation

Biden withdrawal announcement: Large market reaction unlikely

Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.
Markets & Investing

Reinvestment risk

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Going beyond political headlines is critical

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Economic growth, inflation, expected to downshift in second half

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The good business of saving for someone else's retirement

As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity

When it comes to U.S. electricity demand, chatbots matter more than cars

Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy

 

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