Corporate Executives
In addition to the normal wealth planning needs of successful individuals and families, public company executives face an added layer of complex issues that must be incorporated into advice in order to maximize the potential for long-term financial success. Traditional financial advisors lack the expertise to navigate these complexities because they do not work with enough executive clients to understand all of the issues involved.
This is where Executive Consulting of Raymond James is different. Our practice was specifically designed to work with public company executives. The majority of our clients are current or former senior executives at public companies spanning the size and industry spectrum. This focus has allowed us to better understand the unique needs of executive clients, whether an affiliate, senior executive or a board member, and develop tools and an approach that addresses the most pressing issues facing these clients.
