About Us

Accolades

We work hard to be the premier investment firm – reaffirmed every day, by every associate. And that dedication results in client satisfaction, award-winning equity research, strong asset management performance, long-term corporate stability and a unique culture focused on the success of our advisors and their clients. Ours is a commitment you won’t find everywhere. And it’s a commitment our advisors, as well as the national media, find noteworthy.

  • April

    March

    • 61 Raymond James-affiliated advisors were named to Barron's Top 1,200 Advisors by State list.
    • Raymond James received the Bank Insurance & Securities Association (BISA) Technology Innovation Award for the seventh consecutive year. This year, the firm was recognized for its new Portfolio Management tool.

    February

    January

  • December

    • 27 Raymond James-affiliated advisors were named to Bank Investment Consultant's Top 100 Bank Advisors list.

    November

    • Financial advisor Lynn Phillips-Gaines was named to InvestmentNews' Women to Watch.

    October

    September

    August

    • The St. Petersburg Chamber of Commerce named Raymond James a 2018 "Good 'Burger" award winner in the large company category for our commitment to helping people in our community. And, Chairman Emeritus Tom James was named this year's "Most Valuable 'Burger."
    • Raymond James analysts received 14 awards in the Thomson Reuters Analyst Awards.
    • Raymond James Financial was named a Diversity Champion in InvestmentNews' Diversity & Inclusion Awards. Two individuals associated with Raymond James & Associates and Raymond James Financial Services were recognized as See It Be It Role Models.

    July

    June

    • Four professionals affiliated with Raymond James were named to InvestmentNews' annual 40 Under 40 list.
    • Three Raymond James-affiliated advisors were named to Barron's list of the Top 100 Women Financial Advisors.
    • Raymond James Investment Banking was recognized with five International Deal of the Year awards from The M&A Advisor for its role in four advisory transactions.

    May

    • Raymond James was named a finalist in Wealth Management's Industry Awards for the firm's Advisor Mastery Program and Longevity Planning initiative.
    • Seven Raymond James-affiliated managers were named to Bank Investment Consultant's list of the Top 25 Program Managers.
    • Eight Raymond James-affiliated advisors were named to Forbes' list of America's Top Women Wealth Advisors.
    • Raymond James was ranked 58 on Forbes' list of America's Best Employers.

    April

    • Chairman Emeritus Tom James was honored by InvestmentNews as an "Icon" at the 2018 "Icons and Innovators" Awards.
    • Raymond James Investment Banking was recognized with two deal-of-the-year awards at The M&A Advisor annual Turnaround Awards: "Professional Services (B-To-B) Deal of the Year" and "Restructuring Community Impact Deal of the Year."
    • Three advisors with Alex. Brown, a division of Raymond James, were named to Barron's list of the Top 100 Financial Advisors.

    March

    • Raymond James received two awards from the Bank Insurance & Securities Association (BISA): the Technology Innovation Award and the Diversity Award.
    • 30 Raymond James-affiliated advisors were named to Financial Times' "FT 400" list of the top financial advisors.
    • 55 Raymond James-affiliated advisors were named to Barron's list of the Top Advisors by State.

    February

    January

    • Six advisors were named to On Wall Street's list of the Top 25 Regional Advisors Under 40.
    • Raymond James was named to Fortune's list of the World's Most Admired Companies in the securities/asset management category.

  • December

    • 24 Raymond James-affiliated advisors were named to Bank Investment Consultant's list of the Top 100 Bank Advisors.

    November

    • Raymond James executive Bella Allaire and financial advisor Sacha Millstone were named to InvestmentNews' Women to Watch.

    October

    • Raymond James' Practice Management was named a winner in Wealth Management's Industry Awards.
    • Seven Raymond James advisors were named to Working Mother magazine's inaugural list of the Top Wealth Advisor Moms.

    September

    July

    June

    May

    • Nine Raymond James-affiliated program managers were named to Bank Investment Consultant's list of the Top 25 Program Managers.

    April

    March

    • Raymond James received the Bank Insurance and Securities Association (BISA) Technology Innovation Award for the fifth consecutive year. This year, the firm was recognized for its new Advisor Mobile application.
    • 32 Raymond James-affiliated advisors were named to the Financial Times' “FT 400” list of top financial advisors.
    • 56 Raymond James-affiliated advisors were named to Barron’s Top Advisors Ranking.

    February

    • Nine Raymond James-affiliated advisors were named to Forbes’ list of America’s Top Women Advisors.

  • December

    • 29 Raymond James Financial Institutions Division advisors were named to Bank Investment Consultant’s list of the Top 100 Bank Advisors.

    November

    • Raymond James advisor Margaret Starner was named to InvestmentNews’ list of the top 20 Women to Watch.

    September

    • Seven Raymond James-affiliated advisors were named to the Financial Times “FT 401” list of top retirement advisors.

    August

    June

    • Raymond James technology was named a finalist in WealthManagement.com’s Industry Awards for the firm’s Client Reporting application.
    • Raymond James Network for Women Advisors’ Michelle Lynch and Raymond James-affiliated advisor Darin Robert Shebesta were named to InvestmentNews’ Top 40 Under 40 list.
    • 5 Raymond James-affiliated advisors were named to the Barron’s list of 2016 Top Women Financial Advisors.

    May

    • 6 Raymond James FID-affiliated program managers were named to Bank Investment Consultant's list of Top 20 Program Managers.

    April

    • Raymond James received an award for "Best ETF Offering" in the independent broker/dealer category from ETF.com.

    March

    • 24 Raymond James-affiliated advisors were named to the Financial Times' “FT 400” list of top financial advisors.
    • Raymond James received the Bank Insurance and Securities Association (BISA) Technology Innovation Award for the fourth consecutive year. This year, the firm was recognized for its new Client Reporting system.
    • 36 Raymond James-affiliated advisors were named to Barron’s list of America’s Top Advisors.

    February

    • Two Raymond James-affiliated advisors were recognized by Bank Investment Consultant as Rising Stars of the Bank Channel.
    • 14 Raymond James & Associates financial advisors were named to On Wall Street’s list of the Top 25 Regional Advisors Under 40.

  • December

    • Raymond James & Associates ranked first for advisor satisfaction on WealthManagement.com’s 2015 Broker Report Card.
    • Eight advisors affiliated with Raymond James' Financial Institutions Division were named to Bank Investment Consultant’s list of the Top 50 Bank Advisors.
    • Raymond James-affiliated advisor Judith McGee was one of four financial advisors named to Research magazine's 2015 Advisor Hall of Fame. McGee joins 13 other Raymond James advisors, who since 2006 have earned this recognition.

    September

    • One of Raymond James Tax Credit Funds’ syndicated properties was named a winner in the AHF Readers’ Choice Awards.
    • Raymond James’ Practice Intelligence was named a winner in WealthManagement.com’s inaugural Industry Awards.

    August

    July

    • InvestmentNews and Invest In Others recognized seven Raymond James-affiliated advisors through the 2015 Community Leadership Awards. One was named a finalist and six received honorable mentions.

    June

    May

    • Eleven Raymond James-affiliated advisors were named to the Financial Times’ list of the Top 401 Retirement Plan Advisors.
    • Bank Investment Consultant named its Top 20 Program Managers, six of whom are affiliated with Raymond James’ Financial Institutions Division. Seven other Raymond James-affiliated program managers were named among the top 50.
    • Raymond James-affiliated advisor Lynn Phillips-Gaines was named to WealthManagement.com’s 2015 list of Advisors with Heart.
    • Raymond James branch manager Frank Amigo was recognized as one of the top 10 branch managers in the industry by On Wall Street.

    April

    March

    • 24 Raymond James-affiliated advisors were named to the Financial Times “FT 400” list of top financial advisors.
    • Eight Raymond James branch managers were named to On Wall Street’s list of the Top 100 Branch Managers.

    February

    • One Raymond James-affiliated advisor and two Raymond James teams were named to PLANADVISER’s Top 100 Retirement Plan Advisors list.
    • 31 Raymond James-affiliated advisors were recognized by Barron’s as top advisors in the nation.

    January

  • December

    • Raymond James Financial was named the Benefactor of the Year and the large company category winner at the 2014 Tampa Bay Business Journal’s Corporate Philanthropy Awards.
    • Seven advisors affiliated with Raymond James' Financial Institutions Division were named to Bank Investment Consultant's list of the Top 50 Bank Advisors.

    November

    • Raymond James Investment Banking won three “Deal of the Year” awards from M&A Advisor.
    • Raymond James-affiliated advisor Sally Law was one of five financial advisors named to Research magazine's 2014 Advisor Hall of Fame. Law joins 12 other Raymond James advisors, who since 2006 have earned this recognition.
    • Raymond James advisor Margaret Starner was named to Financial Times' Top 100 Women Financial Advisors list.

    September

    August

    June

    • Three Raymond James-affiliated advisors were named to Barron’s “Top 100 Women Advisors” list.

    May

    • Bank Investment Consultant named its Top 20 Program Managers, four of whom are affiliated with Raymond James™ Financial Institutions Division. Two other Raymond James-affiliated advisors received honorable mentions.

    March

    • Raymond James was honored with the Golden Hammer Award and named “Habitat Partner of the Year” by Habitat of Pinellas County.
    • 10 Raymond James-affiliated advisors were named to the Financial Times “FT 400” List of Top Financial Advisors.
    • Raymond James received the Bank Insurance and Securities Association (BISA) Technology Innovation Award for the firm’s Client Center.

    February

    • Fortune magazine named Raymond James Financial among the most admired securities companies in the world.
    • 33 Raymond James-affiliated advisors were recognized by Barron’s as the top advisors in the nation.
    • 12 Raymond James-affiliated branch managers were named to On Wall Street’s list of the Top Branch Managers of 2013.

    January

    • Raymond James was featured as the Company of the Week by the Financial Services Roundtable organization for the firm’s annual “Sack Hunger” campaign.

  • December

    November

    • Maintaining a multi-year tradition, Raymond James advisors were named to Research magazine’s 2013 Advisor Hall of Fame. Drew Bilotta and Shelly Church were two of five advisors recognized for this significant achievement. Bilotta and Church join ten other Raymond James FAs who, since 2006, have also earned this prestigious recognition.

    October

    • the Raymond James Investment Banking practice was named “M&A Investment Banker Team of the Year” at the Americas M&A Atlas Awards gala presented by Global M&A Network. In total, Raymond James won four awards, more than any other firm.
    • M&A Advisor named the Raymond James Investment Banking practice a finalist for 18 awards spanning 15 separate categories for its 12th annual M&A Advisor Awards.
    • Raymond James was honored with a CandE (Candidate Experience Award) from Talent Board.
    • Raymond James was recognized as the Company of the Week by the Financial Services Roundtable organization for the firm’s charitable giving and volunteer efforts through the Raymond James Cares program.

    August

    July

    • Alper Cetingok, managing director and co-head of the security, defense and government services investment banking practice at Raymond James, was named a 40 Under 40 Dealmaker by The M&A Advisor.

    March

    • Fortune magazine ranked Raymond James Financial the fifth most admired securities company in the world.
    • Raymond James received the Bank Insurance and Securities Association (BISA) Technology Innovation Award for the firm’s Goal Planning & Monitoring software.

    April

    • Three Raymond James-affiliated advisors were named to Barron's 2017 list of the Top 100 Financial Advisors.

    March

    • Raymond James received the Bank Insurance and Securities Association (BISA) Technology Innovation Award for the fih consecutive year. This year, the firm was recognized for its new Advisor Mobile application.
    • 32 Raymond James-affiliated advisors were named to the Financial Times “FT 400” list of top financial advisors.
    • 56 Raymond James-affiliated advisors were named to Barron’s Top Advisors Ranking.

    February

    • Raymond James was named the best real estate investment banking practice in the world for the second consecutive year on Global Finance magazine’s World’s Best Investment Banks 2013 list.

  • December

    • Raymond James’ client brokerage statement was rated “Excellent” for the sixth year in a row by independent measurement expert DALBAR. Raymond James’ total score of 85.75 positioned the firm fourth overall and ahead of the 80.95 industry average and such competitors as Edward Jones, Wells Fargo Advisors, UBS, LPL and Fidelity.
    • Raymond James Financial was recognized as one of the top three large companies in Tampa Bay Business Journal’s Corporate Philanthropy Awards.
    • Raymond James & Associates finished second and scored high marks in REP. magazine’s annual Brokerage Report Card Survey. RJA had an overall score of 9.1 out of 10.

    September

    • Raymond James was recognized as Company of the Week by The Financial Services Roundtable for the firm’s successful Raymond James Cares campaign.

    March

    • Fortune magazine ranked Raymond James Financial the fourth most admired securities company in the world for the second consecutive year.

    February

  • December

    • Raymond James’ client brokerage statement was rated “Excellent” for the fifth year in a row by independent measurement expert DALBAR. Raymond James’ total score of 86.25 positioned the firm fourth overall and ahead of the 81.25 industry average and such competitors as Edward Jones, Wells Fargo Advisors, UBS, LPL and Fidelity.
    • Raymond James & Associates topped Registered Rep.’s “Annual Broker Report Card” for the second year in a row with advisors rating the firm 9.3 out of 10.

    May

    • Raymond James was named Top Full Service Broker in SmartMoney’s 2011 Broker Survey. Marking the third time in four years that Raymond James earned top honors, the firm ranked above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

    April

    • Raymond James was selected by Forbes as one of the “Best Companies in the World” in its annual Global 2,000 ranking. Raymond James ranked No. 1,735.
    • Raymond James Investment Banking group was awarded Energy Deal of the Year by The M&A Advisor, for its work on the public offering of ECA Marcellus Trust | Royalty Trust Securities.
    • Raymond James placed eighth in the St. Petersburg Times “Top Places to Work in Tampa Bay 2011” in the large company category.

    March

    February

    • Raymond James was recognized by the Women’s Executive Leadership for gender diversity in the board room.
    • Raymond James’ Chief Economist Scott J. Brown, Ph.D., was named top forecaster for unemployment by Bloomberg Markets for the 24-month period ending September 20, 2010.

    January

    • For the second time in three years, Greenwich Associates gave Raymond James top marks in its “Small/Mid Cap Portfolio Manager Study.” The firm was named the quality leader in two categories: U.S. Equity Research and Analyst Service (Small and Mid-Cap Funds) and U.S. Equity Sales Quality (Small and Mid-Cap Funds). Overall, Raymond James ranked fifth in the study and third among top research sources.
    • Raymond James received a perfect score on the 2011 Human Rights Campaign Corporate Equality Index.

    December

    • Raymond James’ client brokerage statement was rated “Excellent” for the fourth year in a row by independent measurement expert Dalbar. Raymond James’ total score of 84.88 positioned the firm fourth overall and ahead of the 81.90 industry average and such competitors as Edward Jones, Wells Fargo Advisors, UBS, LPL and Fidelity.
    • Raymond James & Associates topped “Registered Rep.’s Annual Broker Report Card” with advisors rating the firm 9 out of 10 for: overall ethics; risk management; training and resources; and products and research.

    October

    • Raymond James & Associates placed second in the J.D. Power and Associates employee advisor survey, scoring highest in compensation and perception of firm performance. Raymond James Financial Services placed third in the independent advisor survey, scoring highest in firm performance, products for clients and usefulness of the firm’s investment research.

    June

    • Four Raymond James advisors were named to Barron’s “Top 100 Women Advisors” list and 12 Raymond James Financial Institutions Division advisors dominated Bank Investment Consultant’s annual “Top 20 Program Managers” list.

    April

    • Raymond James was recognized as “Middle Market Investment Bank of the Year” in Buyouts magazine’s “2010 Deal of the Year Yearbook.” The Thomson Reuters publication cited Raymond James’ advisory role in 30 buy- and sell-side transactions with an aggregate value of more than $3 billion in 2009 alone.
    • Raymond James received a perfect score on the 2009 Human Rights Campaign Corporate Equality Index.
    • In the June 2009 SmartMoney Annual Broker Survey, Raymond James was named best full-service broker for the second consecutive year, once again receiving top ratings for customer satisfaction and account statements.
    • In December 2008, Raymond James was selected as a 2008 Greenwich Associates Quality Leader. The firm was selected for demonstrated excellence in: Overall Research and Analyst Service Quality.
    • Raymond James was ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM.
    • Raymond James Financial was the only major investment services firm to be named to Forbes magazine’s list of “America’s Most Trusted Companies,” and in December 2008, Raymond James was named one of Forbes magazine’s “400 Best Big Companies in America” – for the seventh time.
    • Raymond James was ranked “Highest in Employee Advisor Satisfaction Among Financial Investment Firms in a Tie” in the J.D. Power and Associates 2008 Financial Advisor Satisfaction StudySM.
    • In June 2008 SmartMoney Annual Broker Survey, Raymond James clinched first place among full-service brokers, receiving top ratings for customer satisfaction and account statements.
    • Raymond James was once again listed “Among the Best 100 Places To Work in IT” by ComputerWorld magazine, which cited benefits, training, employee retention, diversity and career development among the criteria considered.
    • Raymond James received a perfect score on the 2009 Human Rights Campaign Corporate Equality Index.
    • Raymond James ranked 16th in BusinessWeek’s “Customer Service Elite,” measuring customer service across all industries.
    • Raymond James’ client statements were ranked third among those of 28 firms by independent researcher Dalbar, Inc. IDG.
    • Raymond James was recognized as one of InfoWorld’s Top 100 companies for having made the best use of technology to enhance its business.

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