Private wealth management – helping advisors support exceptional clients

From resources that support exceptional needs to specialist teams pursuing unique opportunities, our private wealth offering helps you bring the best of our firm to top clients. You can apply your unique investment and planning philosophy, backed by the institutional capabilities and the strength and stability of Raymond James. This is delivered your way to your high-net-worth and ultra-high-net-worth clients.

An advisor-centric approach

Our universe of resources and teams of experts were built around serving the people who serve exceptional clients.

A curated, evolving platform

Here, private wealth is about creative solutions, lasting partnerships, and innovative ideas that solve challenges and advance capabilities.

The power to compete

The goal is to make advisors capable of anything – even if that means creating new solutions and sourcing expertise.

Strategies that meet unique circumstances. Planning that spans generations. Expert teams supporting big ideas.

Our team offers considerable experience and customized collaboration across five critical wealth disciplines.

Investment management solutions

A wide range of investment options, including distinctive private market investments

Estate and charitable planning

A full suite of trust services including philanthropic and planned giving strategies

Lending and cash management

Private banking, liquidity solutions and a high level of service for significant purchases

Intergenerational wealth strategies

Strategies and support from longevity planning to family governance

Risk mitigation and management

Customized risk assessments, insurance solutions for unique situations and tools for preserving wealth

Private Wealth Advisor Program

Helping expand capabilities, refine skills and develop repeatable processes, the Raymond James Private Wealth Advisor Program is a powerful opportunity for qualified advisors who want to move into or master the high-net-worth space.

Program benefits

One-on-one coaching

In addition to a focused curriculum of traditional education modules and capstone projects, participants receive training from subject matter experts and engage with senior leaders they can call on as their clientele evolves.

Specialized credentials

The program culminates in participants earning the Private Wealth Advisor title and places them on an expedited path to the Certified Wealth Strategist® designation in partnership with Cannon Financial Institute.

Ongoing community

The program doesn’t end after the designation is achieved. Every Private Wealth Advisor has the support of their cohort and all program graduates via networking resources and invite-only events.

Private Wealth Resources

Wealth transfers are an opportunity to make your services indispensable.
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Private Wealth
Guide your clients’ wealth to the next generation and beyond.
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Practice Insights
Ken Grider shares the potential advisors create for themselves and their high-net-worth clients when integrating investment banking into their practices.
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Private Wealth
Five important things to know about Revocable Living Trusts, especially if clients use them to help loved ones avoid the probate process.
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Private Wealth

News and Recent Joins

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jeff Purdon, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS. Based ...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Al Biss to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Sanjiv Shukla, Western assistant division director for RJFS. As Biss W...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James continues its investment in artificial intelligence as a crucial component of service excellence with the launch of its proprietary AI Search technology. Powered by generative artificial intelligence, AI Search en...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Joel Mitchell to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Spokane, Washington, according to Sanjiv Shukla, Western assistant divisio...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Tom Kreuzer to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Beverly Hills, California, according to John Simmons, Western regional director for R...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Kevin Walker to Raymond James & Associates (RJA) – the firm’s employee advisor channel –according to Gregg Stupinski, Southeast regional director for RJA. Walker Walls Wealth Ma...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Marcus Jones, CFP®, Eric Sommers, Michael “Mick” Foster and Christine Rutherford, CFP®, CRPC®, to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in P...
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Private Client Group
The firm announced the appointment of both Doug Brigman to president of Asset Management Services and Michelle Lynch to senior vice president, Practice Management and Growth Consulting   ST. PETERSBURG, Fla. – Raymond James is bolstering its commitme...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor David Tam, CEPA, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel –according to Casey McGee, Western assistant division director for RJ...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Brian Flader, Michael Flader and Chris Young to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Scottsdale, Arizona, according to Edward Sudzina, S...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of five financial advisors to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Juneau, Alaska, according to Dominic Prioli, Central regional director for RJA. ...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jefferey Biederman, Jr. and Andrew Burns to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Amy Smart, Central regional director for RJA. ...
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Private Client Group

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J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

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