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.

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Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Investment Strategy

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Review the latest Weekly Headings by CIO Larry Adam.
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The Twists and Turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity

Weekly Market Guide

07/23/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Giving Charitably With QCDs

Your required IRA distributions can benefit a worthy cause – while you benefit from a reduced tax liability.
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5 Reasons Wealth Transfers Fail

Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving

Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]

Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership

7 Ways to Boost Your Savings

Discover smart options to grow your savings.
Retirement & Longevity

6 Ideas for Building a Lasting Career Legacy

Making your mark through your work doesn't have to take a lifetime.
Business Ownership

Who, Why, What, Where?

07/19/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Saving for K-12 Education with a 529 Plan

Learn about using 529 plans for more than just college savings.
Family & Lifestyle

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle

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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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