Corporate & Executive Services
The Raymond James Corporate & Executive Services (CES) team provides premium financial services exclusively to our valued Equity Capital Markets clients. CES strives to meet the comprehensive financial needs of uniquely successful corporations, individuals and families by leveraging the diverse resources of Raymond James & Associates. Our team offers independent, objective advice while helping clients meet their goals.
Our CES team has the expertise to provide clients with services across many disciplines:
Personal Financial Solutions
- Financial and Estate Planning
- Tax Planning
- Risk Management
- Portfolio Design and Management
- Alternative Investments
- Lending
- Insurance
- Education Planning
Executive Transactions
- ESOPs
- Cashless Stock Option Exercises
- Rule 144 Executions
- 10b5-1 Sales Plans
- Hedging and Monetization for Concentrated Equity Positions
Corporate Solutions
- Share Repurchase Programs
- Corporate Cash Management
- 401(k) Retirement Programs
- Other Retirement Programs
- Executive Benefit Platforms
CES’ two teams work closely together to provide Raymond James’ most valued clients with these services.
Equity Services – The Equity Services team, located right on the Raymond James Institutional trading floor, handles all your corporate and executive transactions by:
– Working directly with the sector traders on all corporate trading strategies
– Leveraging the research relationships we enjoy with our institutional clients to discover real time insights on the trends within your stock and the sector
Wealth Management – The Wealth Management team is comprised of a select group of our top financial advisors, wealth strategists and executive compensation specialists who are trained and uniquely qualified to address the financial needs of high net worth individuals, corporate executives and their families.