We know how hard you work for what you have, so we’ll work just as hard to plan for the future you desire. That’s why we partner with professionals from Raymond James Trust to help with your estate and charitable planning needs. Raymond James Trust, a wholly owned subsidiary of Raymond James, is comprised of attorneys, CPAs and trust experts with extensive experience to provide individually tailored service to help fulfill your personal goals both now and in the future.
Scott Brown joined the Raymond James Equity Research Department in 1995 after two years as an economist in the firm's Fixed Income Research Department. Before his arrival at Raymond James, he was manager of economic research at Pacific First Bank in Seattle and had previously been director of economic research at First Imperial Advisors in San Diego. He also worked as an economist for the San Diego Gas & Electric Company. Dr. Brown earned his doctorate in economics from the University of California at San Diego, where he studied time series analysis and forecasting under Nobel Laureates Robert F. Engle and Clive W.J. Granger. Dr. Brown also holds an M.S. degree in statistics from the University of Illinois and a B.A. degree in mathematics from the University of California at Irvine. Dr. Brown serves on the Economic Advisory Committee of the American Bankers Association. He is also a member of The Securities Industry and Financial Markets Association’s Economic Advisory Roundtable and has previously served as a member of the Governor's Council of Economic Advisors for the state of Florida.
Family Focused - Raymond James Trust was established to exclusively serve the families and individual clients of Raymond James advisors – not institutions.
Personalized Strategies - Unlike other providers of trust services, our skilled professionals deal exclusively with trust issues. With a wide variety of trust and charitable options to work with, the investment plans provided are never “one size fits all,” but individually tailored plans to fulfill your personal needs.
Trusted Service - Think of Raymond James Trust as an extension of your financial advisor’s team. With us, you’ll never work with a stranger but with those you have a personal relationship with to ensure your plan is developed and carried through the way you intended.
Experience & Support - Raymond James Trust has been in business for more than 20 years and manages more than $2 billion in assets in most of the 50 states.
Equity Researching - We know how important having the right resources, tools and reliable information can be when choosing equity investments. Our team’s partnership with the award-winning Raymond James Equity Research department provides all that and more, giving us – and you – answers to questions about individual stocks as well as overall market information. We also have access to a number of Raymond James’ recommended lists, highlighting the department’s best ideas for individual stock investment and giving actionable recommendations to round out your investment portfolio.
Raymond James, a top 5 provider of equity research covering more than 1,300 companies globally in nine highly focused industries, seeks to uncover superior investment opportunities through insightful, timely and comprehensive research. Our partnership allows us to share that with you.
Investment Banking & Equity Underwriting - As a business owner, your business – likely one of your biggest assets – is extremely important to you. It’s important to us, too. That’s why advisors partner with Raymond James Investment Banking, a full-service investment bank that offers expertise in mergers & acquisitions, public offerings, private placements, debt origination and restructurings. Recognized as award-winning by The M&A Advisor and Global M&A Network, the Raymond James team offers us deep industry expertise supported by hundreds of senior level experts that specialize by sector. Our partnership with Raymond James Investment Banking enables us to provide you with a long-term, comprehensive approach that can take your business to the next level, no matter where it is in its life cycle.
Equity Portfolio & Technical Strategy - The markets are ever-changing and evolving, which is why advisors with the Raymond James Equity Portfolio & Technical Strategy team. From individual stock ideas to a monthly sector analysis, the team also manages three guided model portfolios that are available for you to invest in. Our partnership with Raymond James enables us to leverage their insight as we work to develop investment solutions and strategies that meet your unique needs.
Highly involved and drawing on years of hands-on experience, the Equity Portfolio & Technical Strategy team’s deep and critical focus on equity markets allows us to focus our attention on what’s most important – you.