Raymond James: Our dedicated partner

Our business is people. Then. Now. Always. It’s easy to remember what counts most in hard times when it’s what counts most in good ones too. Through upticks, downturns, burst bubbles and historic bull markets, we’ve never lost sight of that fact that there’s a person behind every portfolio. Since 1962, people have been the heart of Raymond James. And in times like these, we return that strength.

We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.

While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

The firm’s culture of independence allows us to work closely with you to create custom strategies to your short- and long-term financial challenges.

Raymond James is committed to diversity and inclusion – to foster an environment where everyone feels valued and everyone can prosper, throughout the firm as well as the communities it serves.

We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.

Rate Changes Don’t Have to Derail Your Retirement Plans

03/05/2021
Careful planning and income diversification can help keep you on track.
Retirement & Longevity

Weekly Market Snapshot

03/05/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

03/05/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

03/05/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The Job Market, The Fed, And Bond Yields

03/05/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Check These Financial To-Do’s off Your Spring Cleaning List

03/04/2021
Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.
Retirement & Longevity // Tax Planning

Blueprints for Your Financial Future

03/02/2021
Investment policy statements can serve as a guide for you and your advisor.
Markets & Investing

Volatility Continues as Fiscal Stimulus Package Takes Shape

03/01/2021
Though rising yields may be indicative of an economic recovery, market volatility and inflationary fear could produce future hurdles.
Markets & Investing

Your Personal Bias May Not Sync With Reality

03/01/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly Market Snapshot

02/26/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

02/26/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

02/26/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Capitalist Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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