Raymond James: Our dedicated partner

Tailored advice for what’s most important to you. We understand there’s more to financial planning than helping you decide how to invest. Because those decisions aren’t just about money, they’re about what that money can do - for you, your family, your community. Watch to learn more about Raymond James, a company focused on helping you live your life.

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.

Expand your entrepreneurial reach with a new business

Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership

Bond Market Commentary

05/16/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Should you invest in the family entrepreneur?

Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership

Protecting your privacy from data brokers

A practical guide to reclaiming your personal information.
Technology & Innovation

Weekly investment strategy

05/13/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Beyond the headlines: good for the Fed, not for markets

05/13/2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

Weekly market guide

05/13/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Webinar replay: Investors, should you stay or should you go?

05/12/2022
Volatility is never comfortable, and this year is no exception. Chief Investment Officer Larry Adam and other Raymond James market experts take a look at what's driving the distress. 
Markets & Investing

As the tax law sunset nears, review savvy gifting solutions

Things to know before estate tax laws sunset in 2025.
Estate & Giving

Full hands, full hearts: becoming a caregiver

Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle

Correcting your retirement course

Plan B can turn into something beautiful.
Retirement & Longevity

What Is Your Fixed Income Perspective?

05/09/2022
Drew O’neil discusses fixed income market conditions and offers insight for bond investors.
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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