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 focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.

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.

“No Kids” Shouldn't Mean “No Estate Plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving

Interest Rate Headwinds…a Tenacious Gust

11/22/2021
Doug Drabik discusses fixed income market conditions and offers i...
Markets & Investing

House Passes Reconciliation Bill - What's Excluded?

11/22/2021
Washington Policy Analyst Ed Mills details notable exclusions and next steps for the legislation.
Economy & Policy

Supply Chains, Demand and Inflation

11/19/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

11/19/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Snapshot

11/19/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

11/19/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Temporary Tax Breaks Can Sweeten Your Year-End Generosity

Learn how pandemic relief policies expanded benefits for generous givers in 2021.
Estate & Giving

Making Sense of Medicare Myths

Take the time to learn the facts behind these common Medicare misconceptions.
Retirement & Longevity

Flexible Liquidity Can Help Reduce Investment Disruption

A securities-based line of credit offers access to cash without scrambling your asset allocation.
Markets & Investing

State of the Supply Chain, From Container Ships to Air Cargo

11/16/2021
“We believe that within a year, we’ll be talking about disinflationary or deflationary pressures,” says Raymond James CIO Larry Adam.
Economy & Policy

Review Retirement Plan Contribution Limits for 2022

Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity

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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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