Proprietary Tool

Executive Consulting of Raymond James leverages a proprietary tool built by the team to provide objective, proactive advice on two topics that are central to the life of a public company executive: equity compensation and employer stock concentrations.

TRITON℠

Equity Compensation Tool
Customized report designed to aid in decision making including analysis for:

  • Stock option exercise timing & methodology
  • Stock swap exercise illustration
  • 83(b) elections
  • Net unrealized appreciation review

News & resources

A topical review of equity based compensation and the planning is...
Read More
A topical review of SEC Rule 10b5-1 and the flexibility it afford...
Read More
A topical review of the risks associated with concentrating too m...
Read More
Connect with us

Directed Share Program Contact Info:
DSP@RaymondJames.com
833-297-3223

 

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use