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 Serve

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 Advisor

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 Resources

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 Client Access, which allows you to track and monitor all of your accounts in one safe and secure place.

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About Raymond James

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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Commentary & Insights

Life Events  |  February 4, 2019

Double the inheritance, double the planning

Women may be in for double the planning when it comes to managing windfalls.

Read Article about Double the inheritance, double the planning
Business Owners  |  February 1, 2019

6 ways to build business resilience

Play to your strengths to run a lean company

Read Article about 6 ways to build business resilience
Business Owners  |  February 4, 2019

A perfectly timed – and planned – exit

Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.

Read Article about A perfectly timed – and planned – exit

Find an Advisor

Connect with a Raymond James advisor or office near you.