An Experienced Team with a straightforward mission
Just as you develop a long-term relationship with your doctor or attorney, we develop relationships that deepen over time. That means taking a distinct approach to knowing and serving our clients.
When Raymond James was founded in 1962, our firm set itself apart by focusing on client goals rather than sales quotas. Our team’s approach was born out of that vision. While others on Wall Street focus on buying and selling stocks, we are focused on families and futures.
With over 100 years of combined financial industry experience, we are a harmonious team with a broad mix of capabilities and skills. Our rigorous training includes advanced degrees along with some of the most widely respected and recognized designations in the financial planning industry. We continuously sharpen our skills through a robust continuing education regimen led by some of the most sought after thought-leaders in the field.
You’ll discover that our collaborative approach means you’ll have access to a team of advisors – all putting complementary skills and experience to work for you. Together, we are dedicated to providing concierge service to each client we serve, managing and preserving wealth for generations. We’re ready to invest in you – to learn where you’ve been and where you want to go. Let’s get started.
Get better acquainted with us and how we can help you