Wealth Management

Well planned is your big picture, precisely detailed.

Our business is you and your financial well-being. Because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs. A Raymond James financial advisor can pull it all together with sophisticated advice and a detailed plan for the long term.

Commentary & Insights

Estate  |  June 6, 2019

5 reasons wealth transfers fail

Knowing these common legacy pitfalls can help your family avoid them.

Read Article about 5 reasons wealth transfers fail
Investment Strategy  |  June 7, 2019

How to beat the market heat

When volatility hits, keep a cool head and consider taking advantage of potential opportunities.

Read Article about How to beat the market heat

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Connect with a Raymond James advisor or office near you.

What Are You Planning For?

You have goals. We help you get there.

No two people have the exact same goals. That’s why it takes an individually tailored plan to make them a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized plan to help you get there.

Growing My Wealth

Your advisor can help you build a portfolio that aligns with your goals, timeline and personal tolerance for risk.

Preserving My Wealth

Our advisors have the resources and expertise to help build a plan for life’s “What ifs?”

Planning for Retirement

It’s never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.

Providing for Family

Supporting a child’s education or caring for an aging loved one shouldn’t mean sacrificing your future.

Managing My Estate

Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.

Growing My Business

Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.

What Makes Us Different

Why a Raymond James Advisor

Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.

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About Raymond James

Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. And since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.

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Commentary & Insights

Estate  |  May 30, 2019

Skipping a generation can offer tangible tax perks

Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way.

Read Article about Skipping a generation can offer tangible tax perks
Market Updates  |  June 3, 2019

Trade tensions reach a new pitch as June begins

China recently released a white paper that Washington Policy Analyst Ed Mills sees as a signal toward a prolonged U.S.-China trade war.

Read Article about Trade tensions reach a new pitch as June begins
Family  |  June 6, 2019

Shielding your loved ones from sneaky scams

Simple steps like checking in frequently and blocking robocalls can make a meaningful difference.

Read Article about Shielding your loved ones from sneaky scams

Find an Advisor

Connect with a Raymond James advisor or office near you.

Check the background of Raymond James on FINRA's BrokerCheck