Why a Raymond James Advisor

The power of a personal relationship

Your life is distinctly yours – your goals, your dreams, your passions. A Raymond James financial advisor wants to understand your vision for the future and help you live it. Because our vision is to be a financial services firm as unique as the people we serve.

Our business is people and their financial well-being.

That’s the principle upon which Raymond James was founded and what guides us today. We’re in the business of helping you achieve your goals – support your family, grow your business, build your community.

Why a Raymond James advisor?

 

A personal relationship

As you navigate life’s challenges, the little ones and the not-so-little ones, it’s important to have an advisor you can trust.

Sophisticated strategies

Backed by the resources of a full-service firm, your advisor can help you identify appropriate financial strategies.

Tailored advice

Because choice plays a critical role in planning, your advisor is free to make unbiased recommendations.

 

A plan for your whole financial life – and a trusted professional to help guide you

A comprehensive financial plan is about more than just managing investments. Holistic planning considers every aspect of your financial future to create a plan that's right for you. Whether it's paying for a loved one's education, giving to your favorite charities, transferring wealth to the next generation, selling a business or making sure you have the care you need as you grow older, a personalized plan takes into account all your goals.

Through your Raymond James advisor, you'll have access to a sophisticated suite of products and services designed to address even the most complex financial needs. And your advisor can leverage the insights of the firm's experts – from award-winning research analysts and investment strategists, to specialists that go far beyond traditional investing, offering expertise in trust and estate planning, charitable giving strategies, cash and lending solutions, insurance protection, business services and more. A Raymond James advisor can also work in conjunction with your tax professional or attorney for a seamless approach to preserving wealth.

 

Commentary & Insights

Estate & Giving

8 essential documents for your estate plan

Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.

Read Article about 8 essential documents for your estate plan
Markets & Investing  |  March 9, 2021

Does inflation threaten this bull market?

No, says CIO Larry Adam – if the move is gradual. “When core inflation has been between 1% and 4%, the S&P 500 has actually been able to notch above-average performance.”

Watch Video about Does inflation threaten this bull market?
Retirement & Longevity

Remember: RMDs waived for 2020, not 2021

The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.

Read Article about Remember: RMDs waived for 2020, not 2021

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