Institutional Services

Innovative strategies for business leaders

No matter where your organization is in the business life cycle, our experts are ready to move it forward.

We offer innovative and sophisticated solutions for a wide spectrum of institutions, from private businesses to public corporations, from state governments to local municipalities. Your Raymond James advisor has access to industry experts across a broad platform of capabilities, including investment banking, capital markets and public finance.

We realize every organization has a unique mission, so we take the time to understand you and your goals.

Ultimately, the success of your business determines the success of ours.

Corporate & Executive Services

Business consulting with a personal approach

The experienced professionals in our Corporate & Executive Services department have the resources and expertise to help your growing business design a strategy to achieve its goals. Our consulting approach is personal and distinct to your needs. Your Raymond James advisor has access to a team of experts who can navigate the best practices for corporate executives, such as utilizing 10b5-1 plans, executing block trades or establishing a share repurchase program.

Corporate & Executive Services

Achieving Your Business Objectives

Expert guidance for every business need

Whether you’re the owner of a business or a decision-maker for a public-service agency, we offer a full array of services to help you meet your next goal. Your Raymond James advisor can offer you access to industry experts in investment banking, capital markets and public finance.


Commentary & Insights

Goal Planning  |  June 26, 2018
Strive toward success this summer

Take some time this summer to review your financial progress, set new goals and tie up loose ends.

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Estate  |  June 25, 2018
Why skipping a generation can be a good thing

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

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Estate  |  June 20, 2018
What type of investor are you?

Emotion. Personality. Knowledge. Time. Each is one of many factors that determine what kind of investor you are.

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