Your unique life, planned.

When it comes to your vision of the future, you deserve a partner who sees every side of you and has the resources to serve any need. A Raymond James financial advisor gets to know you, what shapes your life and what inspires your goals, then draws on powerful resources and teams of specialists to help you build a plan just as unique. That’s Life Well Planned.

A winning second act

Meet two retired executives who are turning a passion for rescuing racing dogs into a full-time mission.

The art of preservation

See how a beloved grandmother’s ancient artistry inspired a lawyer’s present-day philanthropy.

Striking a chord for community

Watch as a business owner revives a community landmark – and riffs on a family tradition.

Why a Raymond James advisor?

Working with a Raymond James advisor means having a true financial partner. And through that partner, access to everything one of the country’s leading wealth management firms has to offer.

A personal relationship

There is no substitute for working with an advisor as well-versed in wealth strategies and investment vehicles as they are in you. That relationship translates to deeper insights, stronger plans and a shared investment in your success.

Sophisticated strategies

Your advisor can tap into the full breadth of Raymond James’ resources to help pursue your goals – from leveraging award-winning investment research to collaborating with key teams like Investment Banking and Private Wealth Services.

Tailored advice

Any recommendation your advisor makes is influenced only by their knowledge – of financial instruments and of you. They are free to offer unbiased advice and create a plan and portfolio fine-tuned to your goals.

Sophisticated resources

for a complex world

Raymond James has the tools to help you plan for virtually anything and the agility to apply that strength based on your unique goals. Learn more

Commentary & Insights

How to inspire charitable values for generations to come.
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Estate & Giving
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity
How you can join accredited zoos and aquariums in global conservation efforts.
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Estate & Giving
Learn what makes a good franchisor and how to get started.
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Business Ownership
75% of executives say mentoring has been critical to their career development.
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Business Ownership
Simple ways make your celebrations more sustainable.
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Family & Lifestyle
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Retirement & Longevity
Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle
Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Review these facts about five common Medicare myths.
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Retirement & Longevity
Invest in your business without disrupting your investments.
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Business Ownership
From innovation and competitiveness to streamlining productivity.
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Business Ownership
If we do what’s right for our clients, the firm will do well, and we’ll all benefit.
Tom James
CEO (1970 – 2010)
Chairman Emeritus (2017 – 2024)
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