The power of personal

A financial firm combining care and expertise to pursue what’s possible

A powerful firm that cares deeply about people

Since our founding in 1962, Raymond James has taken a uniquely human approach to the complex work of investment management and wealth planning, matching robust capabilities with the deep personal insight into the people we serve that enables potential to be realized.

Who we are

From the beginning, our business has been people and their financial well-being. That emphasis on people has been the engine of our growth in good times and the touchstone that keeps us steady when circumstances change. Our clients, communities, advisors and associates have given us purpose and strength, and they’ll continue to guide us forward, always.

Associates meeting with each other

Insights

A winding river through open farmland, illustrating how overly specific charitable giving parameters can narrow a philanthropic mission. A winding river through open farmland, illustrating how overly specific charitable giving parameters can narrow a philanthropic mission.

Giving conditionally

A clear vision for a major philanthropic gift is important, but is your view of forever shortsighted?

Timely perspectives, expert analysis

The latest commentary and insights from Raymond James experts.

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A more personal approach to achieving your financial goals could start today.