Intuitive tools. Take-anywhere connectivity. Integrated digital systems. At Raymond James, you’ll have access to a technology platform that helps you level up how you do business – and where you can do it from.
“What sets apart Raymond James from the competition is the willingness to listen to advisors’ needs and goals early in the system development process, during the testing of the system and during the rollout to help fine-tune the offerings to meet the needs of the end user – the advisor.”
Nancy Leizman
Managing Director and Senior Vice President of Investments
Leizman Wealth Management of Raymond James
Beachwood, Ohio
Affiliation: Raymond James & Associates (RJA, employee channel)
“Raymond James has always been very advisor-centered in terms of what they come up with from a technology standpoint. The firm really does a good job piloting new technologies with not just advisors, but with advisors’ support teams as well.”
Patrick Varney
Investment Management Consultant and Financial Advisor
Bank of Colorado Investment Services
Windsor, Colorado
Affiliation: Financial Institutions Division (FID, bank & credit union advisors)
“We pride ourselves on being an independent RIA that has the vibe of a Silicon Valley tech company; we infuse technology into every aspect of our practice. Raymond James remains one of the only independent platforms continuing to innovate and roll out technology offerings with the aim of being full service for their advisors, so we can be the same for our clients.”
Ali Criss, CFP®, CDFA™
Managing Partner and President
Financial Insights Inc.
Tacoma, Washington
Affiliation: RIA & Custody Services (RCS, independent RIA channel)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
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