Charlotte Branch
When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing that support comes with the insight and experience of a hometown team.
Welcome to the Charlotte Branch , where we put clients exactly where they belong – first.
We are financial advisors who put clients first, backed by a firm that does the same.
At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.
At a Glance
Staying Power
Raymond James has delivered 147 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.
Advisors
Assets
* As of 9/30/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
In 1962, a different kind of financial services firm was founded.
Get to know Raymond James.
About Us
Get to Know Our Firm Leaders
These broad-ranging interviews focus on the role of Raymond James leaders in the industry and the growth of the company as a whole.
Read MoreCharlotte Branch
Meet Our Team
Why 15 minutes of mentorship has game-changing potential
The global easing cycle will continue in the months ahead
Equity markets reaction to election: Strong.
Webinar replay - Post-election market analysis
Fed elects to cut rates for the second straight meeting
Go green this holiday season
The three ingredients of a purposeful retirement
Important financial considerations for single parents
How active and passive funds work differently
Advisor Opportunities
Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.
Learn MoreWealth Management
Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
Learn More- 6805 Carnegie Blvd Ste 350 Charlotte, NC 28211-3575
- T: 704.442.4700
- F: 704.362.1839
- TF: 800.241.2748
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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