Corporate Office Partners

Unlike other providers of trust services, our skilled professionals deal exclusively with trust issues. With a wide variety of trust and charitable options to work with, the investment plans provided are never “one size fits all,” but individually tailored plans to fulfill your personal needs.

Think of Raymond James Trust as an extension of your financial advisor’s team. With us, you’ll never work with a stranger but with those you have a personal relationship with to ensure your plan is developed and carried through the way you intended.

Raymond James Trust has been in business for more than 20 years and manages more than $2 billion in assets in most of the 50 states.

As a business owner, your business – likely one of your biggest assets – is extremely important to you. It’s important to us, too. That’s why advisors partner with Raymond James Investment Banking, a full-service investment bank that offers expertise in mergers & acquisitions, public offerings, private placements, debt origination and restructurings. Recognized as award-winning by The M&A Advisor and Global M&A Network, the Raymond James team offers us deep industry expertise supported by hundreds of senior level experts that specialize by sector. Our partnership with Raymond James Investment Banking enables us to provide you with a long-term, comprehensive approach that can take your business to the next level, no matter where it is in its life cycle.

The markets are ever-changing and evolving, which is why advisors with the Raymond James Equity Portfolio & Technical Strategy team. From individual stock ideas to a monthly sector analysis, the team also manages three guided model portfolios that are available for you to invest in. Our partnership with Raymond James enables us to leverage their insight as we work to develop investment solutions and strategies that meet your unique needs.

Highly involved and drawing on years of hands-on experience, the Equity Portfolio & Technical Strategy team’s deep and critical focus on equity markets allows us to focus our attention on what’s most important – you.