Financial counsel that stands apart

The complexities of the financial world require sophisticated wealth management and an experienced partner to assist you who is as dedicated to pursuing your specific goals as you are. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you. For financial counsel that stands apart, look no further.

  • We work closely in conjunction with the knowledgeable professionals at Raymond James Investment Banking and Private Wealth Services to provide a full roster of wealth and strategic planning experience and resources. The Raymond James Investment Banking team brings together quality pairings and gives great focus to the middle-market mergers and acquisitions space.

  • You can count on our experienced advisors with significant transaction experience to help you find optimal debt financing solutions and access to a diverse range of value-added services. We have senior-level relationships with a wide network of investors with deep insight into investment preferences and reputation.

  • We quarterback the entire process to maximize efficiency, minimize management distractions and deliver independent advice that is aligned with your objectives. Our competitive process provides confidence in closing a transaction with the best terms and pricing available.

  • Both have significant wealth that demands careful management and preservation. We understand the financial complexities often encountered and know how to apply our prudent wealth counsel to addressing them.

  • We are well-versed in providing guidance for the many personal, business, financial and tax issues involved in growing and selling a business. You will find a team of financial professionals with more than 100 years of combined industry experience.

    We can help you develop, implement and monitor a retirement or benefit plan that suits the needs of your business, as well as those of your employees. In addition, we can provide valuation analyses for businesses and ESOPs, as well as help you find appropriate insurance coverage for your company. When it comes time to sell all or part of your business, we can help you fulfill your goal of full or partial liquidity.

    In addition to presale planning, we will guide you in establishing the fair market value of your business, facilitating and structuring the deal, and applying tax-mitigation and estate planning strategies to the proceeds.

  • Behind our full-service investment banking capabilities are hundreds of specialists in strategically located offices throughout the U.S., Canada and Europe within eight growth-oriented industry practices to serve you. In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources you need for continued success.

      • Mergers and acquisitions
      • European advisory
      • Activism response and contested situations
      • Equity capital markets
      • Private capital solutions

  • Comprised of more than 500 capital markets professionals, Raymond James is one of the most highly regarded middle-market equity offering and advisory practices in investment banking today.

    Private equity managers seek to make privately negotiated investments in companies, ranging from providing capital for startup companies to buying out mature companies with the intent of improving fundamentals and, in turn, the value of the businesses. We assist you in selecting private equity managers that will best complement your portfolio.

  • We are well-versed in helping high-net-worth business owners secure the capital they need to build their company, execute an exit strategy for selling their business, and efficiently transfer the proceeds into personal wealth.

    We work closely in conjunction with the knowledgeable professionals at Raymond James Investment Banking and Private Wealth Services to provide a full roster of strategic planning experience and resources. The Raymond James Investment Banking team brings together quality pairings and gives great focus to the middle-market mergers and acquisitions space.

  • While we focus on managing and growing your wealth, what we are really doing is helping you build freedom to achieve the life you want to live. Wealth is the power to make things happen. It has the capacity to turn goals into reality. It changes the question from “if” to “when.” That is what drives us to work diligently on your behalf. By building wealth, we know what we are really doing is building the freedom to make it all possible.

  • Charting a prudent course to financial independence requires a well-conceived, personalized plan with well-defined, long-term goals. Our four-step wealth advisory consultative process can help you design a cohesive plan for the future.

  • We believe that holistic wealth management is most effective when it involves every aspect of your life. We look at each client’s “big picture” in terms of four different pillars: Lifestyle, asset, risk and liability.

  • Raymond James is one of the largest independent financial services firms in America, giving us access to its robust resources and sophisticated products, while never compromising our ability to focus on what’s most important – offering objective advice and putting your best interests first.

Nearly 20%
Stock options as a percent of overall CEO pay
Source: Harvard University, 2021
Embolden every opportunity
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Please note that changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

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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. © 2022 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. | Legal Disclosures | Privacy policy | Terms of Use

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*Barron’s Top 1,200 Financial Advisors; 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

**Financial Times 400 Top Financial Advisers, 2020. The Financial Times (FT) 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the FT (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisors were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60% to 70% of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. The FT, Ignite Research and Money-Media, Inc., are not affiliated with Raymond James.