Through every stage of life, and each new door that opens...


Raymond James advisors are always there.

What Are You Planning For?

You have goals. We help you get there.

No two people have the exact same goals. That’s why it takes an individually tailored plan to make them a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized plan to help you get there.

Growing My Wealth

Your advisor can help you build a portfolio that aligns with your goals, timeline and personal tolerance for risk.

Preserving My Wealth

Our advisors have the resources and expertise to help build a plan for life’s “What ifs?”

Planning for Retirement

It’s never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.

Providing for Family

Supporting a child’s education or caring for an aging loved one shouldn’t mean sacrificing your future.

Managing My Estate

Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.

Growing My Business

Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.

Insights

Business Owners
Primed to sell [INFOGRAPHIC]

Consider this calendar of best practices to help ensure your business is primed and ready to sell.

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Estate
Preserving family wealth

Help your family maintain its financial strength from one generation to the next.

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Retirement
Retirement readiness by the decades

Whether you're in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement.

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Why a Raymond James Advisor

Our advisors have a legacy of serving clients differently.

It’s a more personal approach that goes far beyond an investment portfolio. It’s an ongoing and open dialogue about all aspects of your life, your goals and your financial vision. And it’s developing a long-term relationship built on understanding and trust. Your advisor is there for you throughout the planning and investing process, giving you objective and unbiased advice along the way.
Who Our Advisors Servesee content

Raymond James advisors serve clients with a variety of sophisticated financial planning needs. From families and individuals to business owners and institutions, your Raymond James advisor has the expertise and experience to provide guidance for a wide range of financial planning needs. They’ll take care of the big picture and the finer details with an approach that is as disciplined as it is strategic.

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Working with an Advisorsee content

Your advisor is there to help you reach major milestones and all of the smaller ones in between. You’ll work together to build a customized plan just for you, taking into account all of your objectives, while weighing risk, prioritizing trade-offs and accounting for “what ifs.” And because your plan is a living document, your advisor will continually adapt it while utilizing the latest technology to identify potential unknowns and your changing needs, making adjustments that will help you reach your financial goals.

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Client Resourcessee content

Through your relationship with your Raymond James advisor, industry-leading resources are at your fingertips. You will have access to timely account information and research whenever and wherever you need it through Investor Access, which allows you to track and monitor all of your accounts in one safe and secure place.

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About Raymond Jamessee content

Since day one, we have always put our clients first. Your financial well-being is our focus. And we have never lost sight of that. Our advisors take a client-first approach and have the independence to serve you as you see fit. With a conservative approach to investing and a commitment to integrity, your advisor is backed by the size and resources of Raymond James, while also having the ability to maintain a small-firm feel. This gives you the attention and support you need to reach your goals.

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Point of View

A look at life and finance from every angle

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. That’s why we’re pleased to present Point of View – a source of ideas and information to help you make the most of them all, all together.

Find an Advisor

Connect with a Raymond James advisor or office near you.