• 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.
    • 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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    • 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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    • 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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    • 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

    Estate & Giving

    Proud alumna or alumnus? Explore strategies for giving back

    There are many ways to support an alma mater – donating QCDs, giving appreciated stock or founding a scholarship are just a few approaches.

    Read Article about Proud alumna or alumnus? Explore strategies for giving back
    Lifestyle & Technology

    Easy ways to add a little more joy to your day

    Add a small splash of happiness to your regular routine with these suggestions.

    Read Article about Easy ways to add a little more joy to your day
    Economy & Policy  |  December 19, 2019

    One policy issue remains a focus no matter who wins election

    “Something I believe happens regardless of the outcome [is] more regulation of tech companies in this country,” says Washington Policy Analyst Ed Mills.

    Watch Video about One policy issue remains a focus no matter who wins election

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