Home office partners from Raymond James
Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies and, above all, professionals who offer their invaluable insight on a wide spectrum of important financial disciplines.
Here are key individuals in the Raymond James home office who help us serve you as our strategic partners in areas such as asset management, lending solutions, insurance planning, trust services and estate planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
