Our affiliation with Raymond James is another important part of how we serve our clients. As one of the largest independent financial services firms in America, Raymond James enables us to offer you access to the robust resources and sophisticated products of an international investment services firm while never compromising our ability to focus on what’s most important: offering objective advice and putting your best interests first.

A focus on planning
Unlike competitive firms that are a bank first and foremost, most of Raymond James’ business is exactly what we do – financial planning for families and individuals. They have a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused.

A culture of independence
Its unique culture of independence gives us complete freedom to offer our objective, unbiased advice without any pressure to shoehorn our clients into proprietary investment products. The firm’s 4,000 professionals in its St. Petersburg, Florida, headquarters provide the support and resources we need to help best serve the needs of our clients. Raymond James has become known as the premier alternative to Wall Street.

Raymond James At A Glance

Raymond James history