Conservative, pragmatic and proud of the way we do business

Since 1962, Raymond James has been committed to providing customized investment and financial planning for individuals, families and businesses – a novel approach back then. We believe our clients, no matter where they live, deserve all the products and services provided by even the largest firms, but with the personal attention of a much smaller one. That’s why we provide Raymond James advisors with the investment choices, services and support they need to build strong relationships and deliver personal, customized service.

Our founder Bob James believed a financial services firm should do more than buy and sell stocks and bonds, which is why he defined an advisor as someone who helps clients plan for a future with the ones they love. A future based on your hopes and dreams – and your concerns. You see, what matters most to us is you.

We are a firm dedicated to establishing long-term relationships based on personalized service and a thoughtful, deliberate approach to planning. In short, when you work with one of our advisors, your financial well-being will be at the forefront of everything we do – exactly as it should be.

MARKETS CHANGE, BUT OUR VALUES REMAIN THE SAME

Our culture is rooted in the values that were part of the foundation of the firm and have continued throughout our almost six-decade history. They are more than the characteristics that define Raymond James as a company or even the shared attitudes of the people who make up the firm, they are our pledge and our promise to clients, to advisors and to each other.

WE PUT CLIENTS FIRST
If we do what’s right for clients, the firm will do well and we’ll all benefit.

WE ACT WITH INTEGRITY
We put others above self, and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.

WE VALUE INDEPENDENCE
We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation.

WE THINK LONG-TERM
We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, advisors, associates and shareholders.