Planning that helps you connect generations. Ongoing collaboration to launch big ideas. Tools that make serving extraordinary wealth seamless. At Raymond James, we bring together sophisticated services and skilled professionals to give your most valuable clients our best support.
“This is a level of private wealth support I didnʼt have at my prior firms. We had consultants that could help, but not down to the details and putting the findings in writing so that, as an advisor, I could follow up and have a checklist to get things done.”
Lisa Detanna, AIF®, MBA, WMS®
Managing Director and Senior Vice President, Investments
Global Wealth Solutions of Raymond James
Beverly Hills and Los Angeles, California
Affiliation: Raymond James & Associates (RJA, employee channel)
“When we can demonstrate a higher level of capability – because we have support from the private wealth team – we have more confidence, and this makes clients more comfortable entrusting us with more of their assets.”
Victor Adint, CFP®, MBA
Wealth Advisor, Branch Manager, Registered Principal
Raymond James Financial Services
Los Gatos, California
Affiliation: Raymond James Financial Services (RJFS, independent 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.
An elevated client experience
We offer the purpose-built resources to create a coordinated, multidisciplinary approach for managing the multigenerational considerations of private wealth.
Private wealth solutions
Your high-net-worth clients already get your best – give them ours as well. Here, you can draw on our curated suite of specialized services and expertise, designed for advisors and their most sophisticated clients. And for emerging wealth, we offer tailored support as you help high-potential clients on the accumulation path.
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Your Brand
Meet a marketing agency dedicated to understanding how you see things and making your vision a reality.
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Your Clients
See what business – and life – could look like when you have the resources to serve any client and the freedom to serve yours.
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Your Business
Explore a platform that can take your business to the next level – from wherever you are.
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Your Future
Put yourself in your clients’ shoes with succession support that helps you plan for your own future like you plan for theirs.
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