Raymond James: Our dedicated partner
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.
Bond investor’s “bird in hand”
Inflation data, early earnings and geopolitics shape the market outlook
Rediscovering joy through childlike living
Luxury on the water
The future of Social Security: What you need to know today
Controlling portfolio structure
- 404 Marvel Court Easton, MD 21601
- O: 410.770.2010
- TF: 888.766.1132
- Map & Directions
- Map & Directions
- 404 Marvel Court Easton, MD 21601
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info. Awarded at previous firm
