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

Taxes  |  November 2, 2017
2017 Year-end tax planning

Certain tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term goals.

Learn More
Estate  |  October 23, 2017
Planning for your own incapacity

Alzheimer's disease is the sixth leading cause of death in the U.S., meaning planning for incapacity can be just as important as end-of-life planning.

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Family  |  October 16, 2017
Starting the wealth transfer conversation

Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.

Read Article

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