Services designed to give you straight answers

You can think of our comprehensive list of services as your customizable financial planning toolkit. We believe that no two financial plans should look identical. That’s why every service we offer is a tool designed around your goals and the uniqueness of your life.

Financial planning

Comprehensive planning that addresses the small details and big moves as you pursue your goals.

Portfolio management

Thoughtful advice that helps keep your investments on track and your unique goals in full focus.

Investment strategies & management

Experienced guidance that carefully balances maximizing opportunities while managing risk.

Retirement planning

Tailored advice to help you remove the guesswork when it comes to your dream retirement.

Estate, charitable giving and trust

Guidance to help you organize your estate, give back and make sure your family is well taken care of.

Fixed income services

Steady, measured investment strategies that are designed to give your portfolio more predictability.

Sustainable investing

Strategies to build a personalized investment portfolio that balances performance with purpose.

Longevity planning

Experienced planning insights to help you and your family thrive through every season of life.

Education planning

Tactical recommendations to help you, or a loved one, plan, save and succeed in school and beyond.

Prime brokerage & custody services

Actionable frameworks to navigate complex financial operations with a sense of control and clarity.

Lending services

Services designed to help you find the right financing, lending and borrowing options for your goals.

Risk management

Informed guidance to plan for the unexpected and keep your goals the priority, no matter what.

Estate, Charitable Giving & Trust Services provided by Raymond James Trust, N.A. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Trust.

Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are not FDIC-insured banking entities. FDIC insurance only covers the failure of FDIC-insured depository institutions and does not cover Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. Certain conditions must be satisfied for pass-through FDIC deposit insurance coverage to apply.