Your unique life, planned.

When it comes to your vision of the future, you deserve a partner who sees every side of you and has the resources to serve any need. A Raymond James financial advisor gets to know you, what shapes your life and what inspires your goals, then draws on powerful resources and teams of specialists to help you build a plan just as unique. That’s Life Well Planned.

A winning second act

Meet two retired executives who are turning a passion for rescuing racing dogs into a full-time mission.

The art of preservation

See how a beloved grandmother’s ancient artistry inspired a lawyer’s present-day philanthropy.

Striking a chord for community

Watch as a business owner revives a community landmark – and riffs on a family tradition.

Why a Raymond James advisor?

Working with a Raymond James advisor means having a true financial partner. And through that partner, access to everything one of the country’s leading wealth management firms has to offer.

A personal relationship

There is no substitute for working with an advisor as well-versed in wealth strategies and investment vehicles as they are in you. That relationship translates to deeper insights, stronger plans and a shared investment in your success.

Sophisticated strategies

Your advisor can tap into the full breadth of Raymond James’ resources to help pursue your goals – from leveraging award-winning investment research to collaborating with key teams like Investment Banking and Private Wealth Services.

Tailored advice

Any recommendation your advisor makes is influenced only by their knowledge – of financial instruments and of you. They are free to offer unbiased advice and create a plan and portfolio fine-tuned to your goals.

Sophisticated resources

for a complex world

Raymond James has the tools to help you plan for virtually anything and the agility to apply that strength based on your unique goals. Learn more
Commentary & Insights
Take your business skills to the nonprofit sector

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.
Business Ownership
Leveraging a non-occupant co-borrower to buy a home

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Companies' sustainability goals encourage efficiency

Companies' sustainability goals encourage efficiency

Companies show that environmental business practices can be good for business.
Technology & Innovation
Managing cash, the essential fuel of your business

Managing cash, the essential fuel of your business

Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Help safeguard your assets from a beneficiary's divorce

Help safeguard your assets from a beneficiary's divorce

How a careful and intentional trust will help ensure your intentions are upheld.
Estate & Giving
Succession planning at all stages

Succession planning at all stages

It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning.
Business Ownership
Infographic: Five habits of 401(k) millionaires

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Choosing the right charitable giving vehicle for your goals

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles.
Estate & Giving
What time is the right time for retirement?

What time is the right time for retirement?

Age may just be a number, but when it comes to retirement, it matters.
Retirement & Longevity
The three T's of effective trustees

The three T's of effective trustees

Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Through the back door to bigger retirement savings

Through the back door to bigger retirement savings

“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Navigating Medicare decisions in tricky situations

Navigating Medicare decisions in tricky situations

What encore careers, young dependents and early retirement mean for your elections.
Retirement & Longevity
If we do what’s right for our clients, the firm will do well, and we’ll all benefit.
Tom James
CEO (1970 – 2010)
Chairman Emeritus (2017 – 2024)
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Raymond James & Associates Statement of Financial Condition - September 2023 (PDF)