About Raymond James

Raymond James is one of the largest independent financial services firms with a long-term track record of stability and growth. It is home to approximately 8,800 financial advisors and $1.48 trillion in total client assets.

We partner with Raymond James as independent contractors – we are not employees of the firm. This allows us to run our business as we see fit. Most importantly, we can choose who we work with and how we help them.

Think of them as our very fancy back office for compliance, technology, and custody of assets.

Raymond James’ core business segment is the Private Client Group – the advisor/client business. While we have access to Raymond James Bank for mortgages, securities-based loans, and other bank products, you will not be solicited by them. We are a firm with a bank - not a firm that lives in a bank.

When you engage us for services, the relationship is between you and this office. You call us (not an 800 number) for everything.

Raymond James focuses on doing what's right for clients, associates and communities. As you'll find in the firm's Corporate Responsibility Report, this commitment drives their mission to build a more sustainable future for all through environmental, social and governance best practices.