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

Estate  |  July 9, 2019

For better or worse, discuss your estate as a couple

Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.

Read Article about For better or worse, discuss your estate as a couple
Technology  |  July 9, 2019

Sidestep crafty fraudsters by recognizing their traps

Those spoofed emails and lottery scams may be obvious to you, but they can pose a serious threat to your more vulnerable loved ones.

Listen about Sidestep crafty fraudsters by recognizing their traps
Investment Strategy  |  July 8, 2019

Why CIO Larry Adam sees rates staying lower for longer

Potential rate cuts by the Fed, negative yields abroad and inflation expectations all suggest interest rates will stay low, says CIO Larry Adam.

Watch Video about Why CIO Larry Adam sees rates staying lower for longer

Find an Advisor

Connect with a Raymond James advisor or office near you.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.