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.

What Does Dow 30,000 Really Mean?

11/25/2020
Raymond James CIO Larry Adam puts this new market milestone in perspective.
Markets & Investing

Sharing With Positive Intention Can Still Have Negative Consequences

11/23/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

The Gift of Appreciated Stock

11/23/2020
Donating appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving

Looking Back, Looking Ahead

11/20/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

11/20/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

11/20/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

11/20/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Spark Meaningful Family Conversations During the Holidays

11/18/2020
Find the right words to connect with loved ones and capture their stories.
Family & Life Events

3 Ways to Help Loved Ones During Uncertain Times

11/17/2020
Maximize your generosity in the current environment with these gifting strategies.
Estate & Giving // Family & Life Events

It’s All Relative

11/16/2020
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Defend Your Privacy and Wealth by Asking the Right Questions

11/16/2020
Investors of all ages can be targeted by fraudsters who are after their money and personal information. Know what red flags to spot and what questions to ask.
Lifestyle & Technology

This SECURE Act Provision May Impact Your Year-End Planning

11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.
Retirement & Longevity // Tax Planning

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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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