Service 1st

Our Tradition of Excellence, Integrity and Leadership

At Raymond James, we have a tradition of doing things differently. In fact, our firm’s founder, Bob James, pioneered the concept of financial planning for the individual – one that few in our industry had embraced before. The foundation of the Raymond James Service 1st philosophy was Bob James’ belief that the best way to ensure the firm’s long-term success was to focus primarily on our clients’ needs. This philosophy has evolved into a company-wide commitment to upholding a standard of service that enhances both client satisfaction and firm success.

The Raymond James Service 1st culture embodies our firm’s commitment to always placing clients’ needs first, as well as our advisors’ dedication to providing unbiased advice and individually tailored solutions from our comprehensive suite of services and investment alternatives.

Service 1st in Action
The Raymond James Service 1st philosophy empowers associates to address client needs and solve problems.

Several times throughout the year, associates are invited to attend luncheons and dinners that provide an open forum for discussion about the company. Chairman Tom James, CEO Paul Reilly and other senior executives attends these meetings to gain valuable insight from the heart of the company – our associates.

Service 1st Makes Raymond James Different
Dedication to outstanding, personalized service is what has always distinguished Raymond James from its peers. And it’s why so many clients and financial advisors have chosen to work with us. In order to continue to attract professionals of the highest caliber, retain our valued clients and ultimately ensure our success as we adapt to a changing business environment, we must remain committed to the tenets that comprise Service 1st. By serving as ambassadors of its philosophies and of the Raymond James brand as a whole, we help support the firm’s tradition of excellence, integrity and leadership.