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Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
Explore Wealth ManagementThe strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.
Grow With UsTogether we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.
Explore Corporations & InstitutionsHave a confidential conversation with our recruiters about what your business would look like as an advisor at Raymond James.
Ready To Learn More?Our advisors are viewed as clients of the firm, which means we provide world-class resources and support to help run their business on their terms.
Explore Advisor OpportunitiesNo matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.
Learn MoreOur associates are more than the heart and soul of our firm – they’re the key to its continued success.
Take Your Next StepDiscover the ease and convenience of having online access to your Raymond James accounts.
Contact Us / FAQRaymond James’ equity research is a cornerstone of the organization. Raymond James and its affiliates in Canada and Europe employ more than 70 research analysts who cover nearly 1,300 companies in nine highly focused industries.
The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.
Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
Explore Wealth ManagementYour work is more than just a job. You invested years in seeing your company through the business life cycle, taking responsibility for its mission and caring for its workforce. Whether you’re a corporate executive looking for guidance with retirement plans or managing stock options, or you’re a business owner looking to sell or take your company public, your Raymond James advisor has the capabilities and resources to help your business reach the next level.
For most any business, the most valuable asset is its people. You want to take care of the people whose performance means so much to the success of your business. Your Raymond James advisor can help navigate your retirement plan options – simplified employee pensions (SEPs), SIMPLE IRAs, profit-sharing, 401(k) plans – and help you make the best choice to provide for the financial futures of you and your employees.
Learn MoreFor many successful individuals, wealth management includes developing a strategy for concentrated holdings of stock in a single company. Solutions are often complex and time consuming, a challenge to even the most sophisticated investor. Your Raymond James advisor can assist you in implementing customized strategies for preserving and diversifying your holdings.*
After years of building and nurturing a successful business, you’ll want to give careful consideration to a transition strategy when the time comes to part with such a big part of your life and net worth. Your Raymond James advisor can work with you and other professionals to help you understand your options and ensure that you and your company are prepared to take the next step.
Running a business is complex business. Your Raymond James advisor can help you with a wide range of complex investment banking issues, including mergers and acquisitions and public offerings, to help your business grow and thrive.
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*Diversification does not guarantee a profit nor protect against a loss.
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Read ArticleConnect with a Raymond James advisor or office near you.