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

Investment Strategy  |  February 8, 2018
Six things to know to weather a market downturn

It’s natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.

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Investment Strategy  |  February 5, 2018
How should we react to volatility? [VIDEO]

Senior Research Associate Andrew Adams, CFA, CMT reminds investors that market pullbacks are not cause for panic.

Watch Video
Estate  |  January 18, 2018
Ensuring your financial plan outlives you

Generate seamless life transitions by tailoring your plan to the needs of both you and your spouse.

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