Wealth Management Services for Depositories Quality service. Extraordinary expertise.

Backed by the strength of Raymond James for more than 30 years, the Financial Institutions Division (FID) partners with banks and credit unions to provide sophisticated solutions designed to meet a diverse range of objectives for investment programs.

Financial Institutions Division of Raymond James

Our Institution-Centric Model

Benefits for your advisors

Advisors in a bank or credit union are in a distinct position, the Raymond James Financial Institutions Division fully recognizes that. Advisors benefit from:
  • Opportunities for wealth management business growth
  • Full access to the entire Raymond James product platform
  • The support, reach and scale of a leading firm
  • Practice management and consulting support to streamline investment programs

Benefits for your institution

The Raymond James Financial Institutions Division has a long history of supporting institutions with a full complement of securities brokerage and investment advisory services of a respected firm. Your institution benefits from:
  • The capabilities, investment options and expansive resources clients expect
  • An entire business unit dedicated to serving financial institutions like yours
  • Integrated technology to keep your investment program productive and connected
  • Sophisticated product lines and support to attract top talent to your program

Support that delivers

Within the larger Raymond James ecosystem, FID is committed to being the best partner possible to the banks and credit unions we serve – and we invest in our platform, resources and support structure accordingly.

Get the latest from Executive Insights

This quarterly publication serves as a comprehensive resource for program managers, bank executives and financial advisors to find updates, insights and interviews from within the Financial Institutions Division at Raymond James.

NEW JOINS

ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed Darren Wright, CFA®, MBA, as a Corporate RIA-affiliated financial advisor to First Mid Wealth Strategies (FMWS),...
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Private Client Group
Financial institutions working with Raymond James now able to leverage the firm’s Corporate RIA affiliation ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed Rona...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James welcomed the wealth advisory team of Security Wealth Management, located at Security Savings Bank, to its Financial Institutions Division (FID) – according to Stephen K...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed a team of five financial advisors and four branch professionals to Pinnacle Asset Management, located at Pinnacl...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Joseph L. Martinez to Pinnacle Asset Management, located at Pinnacle Financial Partners, a cur...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James welcomed a team of 50 financial professionals from Columbia Wealth Advisors (CWA), located at Umpqua Bank, to its Financial Institutions Division (FID) – according to S...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisors Manny Jimenez and Jacob Wright, CFP®, to Pinnacle Asset Management, the wealth management arm...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James welcomed the wealth advisory team of Peoples Wealth Management, located at Peoples State Bank (PSB), to its Financial Institutions Division (FID)  – according to Tim Ki...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James welcomed Plains State Bank (PSB) to its Financial Institutions Division (FID) – according to Tim Killgoar, senior vice president and FID national director. Through this...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James was recognized with the Diversity, Equity & Inclusion Award and the Technology Innovation Award by the Bank Insurance & Securities Association (BISA). The firm was hono...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) welcomed financial advisors Jens Fonnesbeck, CFP®, and Christopher Doll in Boulder, Colorado, to First Investments & Planning, the...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) welcomed nine financial advisors and professionals in Memphis, Tennessee, to Pinnacle Asset Management, the wealth management arm ...
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Private Client Group

FIDBits

In this podcast series, leaders from the Financial Institutions Division engage in insightful discussions with special guests from partnering programs about the resources and support available. Access the latest episodes today.

Connect with a dedicated consultant

Jon DeMayo
Jon DeMayo

VP, Business Development

727.567.6241
   
Jon DeMayoView Bio
Jason Goode
Jason Goode

Assistant Division Director – Financial Institutions

727.567.6262
   
Jason GoodeView Bio

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