Commentary & Insights
Equities feel the heat as yield curve inverts
A 2-year/10-year Treasury inversion has left markets shaken – but don't let short-term volatility get the better of your long-term financial focus.Read Article about Equities feel the heat as yield curve inverts
Hooked: Smartphones in a 5G world
The next generation of mobile technology promises to unleash a wave of new possibilities.Learn More about Hooked: Smartphones in a 5G world
What Are You Planning For?
You have goals.
No two people have the exact same goals. That’s why it takes an individually tailored plan to make them a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized plan to help you get there.
Growing My Wealth
Your advisor can help you build a portfolio that aligns with your goals, timeline and personal tolerance for risk.
Preserving My Wealth
Our advisors have the resources and expertise to help build a plan for life’s “What ifs?”
Planning for Retirement
It’s never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.
Providing for Family
Supporting a child’s education or caring for an aging loved one shouldn’t mean sacrificing your future.
Managing My Estate
Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.
Growing My Business
Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.
Advice, Products & Services
Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.View All Advice, Products & Services
Working with a Raymond James Advisor
Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.Learn More
Your advisor is free to make unbiased recommendations from a broad range of investment products backed by industry-leading research and due diligence. Because choice plays a critical role in planning, both in terms of diversification and as strategies change along with your lifestyle and needs.Learn More
Financial Retirement & Planning
The best-laid plans are built together, based on your goals, in deep collaboration with your advisor, with a long-term focus on your future. And they are continually monitored and adjusted over time, along with changes in your life and markets.Learn More
Estate, Charitable Giving & Trust Services
Through Raymond James Trust, your advisor can draw from an array of tax, trust and estate planning resources and expertise. So you can create a lasting legacy by passing down not just assets, but the values you hold close.Learn More
Banking & Lending Services
A complete plan looks at both sides of the ledger. Through Raymond James Bank your advisor has access to a complete suite of banking and lending services to help address all aspects of your financial life.Learn More
Protecting yourself from the unexpected plays a crucial role in a complete financial plan. We offer a wide array of insurance solutions to help offer reassurance for you, your family and your business.Learn More
Our full-service investment banking capabilities provide the deep industry expertise and experience to help take your business to the next level.Learn More
Private Wealth Services
Raymond James offers a variety of services specifically tailored to the needs of our advisors’ most uniquely successful clients.Learn More
What Makes Us Different
Why a Raymond James Advisor
Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.Learn More
About Raymond James
Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. And since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.Learn More
Commentary & Insights
Secured a big promotion? Revisit your financial plan
A higher salary is reason to celebrate – and to take another look at your financial plan.Read Article about Secured a big promotion? Revisit your financial plan
5 ways to keep that entrepreneurial spark alive
Hint: the world is your classroom.Read Article about 5 ways to keep that entrepreneurial spark alive
When markets react, maintain a long-term perspective.Learn More about Volatility resources