Freedom from minimums. A wide-ranging product platform. The flexibility to do business as you see fit. At Raymond James, you’re free to help clients plan for life on their terms – which means your life as an advisor can be whatever you make it.
“I have been in the business for over 35 years and have seen it change and mature. I have also matured in the industry. In that time, Raymond James has continued evolving its platform of investment solutions and allowed me to take advantage of the departments and services that best serve my approach.”
Lynne Wright
Wealth Management Specialist and Senior Vice President of Investments
Wright Wealth Management of Raymond James
Ann Arbor, Michigan
Affiliation: Raymond James & Associates (RJA, employee channel)
“I knew when I left a regional bank, I wanted to focus on business owners and exit planning. The more Raymond James understood my goals and how I wanted to run my practice, the more they introduced me to anyone within the firm they thought could be a resource to me, allowing me to ask questions and describe my clients’ situations and providing me with answers and tools to help them navigate the process.”
Brock Bowden
Wealth Advisor and Partner
Fortress Asset Management
Salt Lake City, Utah
Affiliation: RIA & Custody Services (RCS, independent RIA channel)
“Having the freedom to truly customize our service and advice is a powerful thing. We’re not spending time wondering what the firm would want us to do or if they would do it this way or that, because we’re empowered to do what we think is best for our clients.”
Margaret Starner, CFP®
Senior Vice President of Investments
The Starner Group of Raymond James
Coral Gables, Florida
Affiliation: Raymond James & Associates (RJA, employee channel)
“In addition to giving me the freedom to build a practice that’s a better reflection of who I am, Raymond James supports all of my projects, whether it be writing my book, competing in ballroom dancing competitions or serving on the boards of organizations that matter to me.”
Arlene Alvarez
President and Financial Advisor
Enrichment Wealth Management
Coral Gables, Florida
Affiliation: Raymond James Financial Services (RJFS, independent channel)
Pictured: Arlene, back left, with her family
“We think the rule of engagement where your clientele belongs to you is what separates Raymond James from the rest of the industry. The trust they put in the advisor to develop, build and own a book of business creates a lasting bond of mutual respect and long-term confidence that is truly unique.”
John DeLappe
Managing Director and Client Advisor
Pierre Economacos
Managing Director and Client Advisor
DeLappe and Economacos Team of Alex. Brown
Miami, FL
Affiliation: Alex. Brown (employee channel)
Pictured left to right: John and Pierre
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.
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