Our Firm

The decision to hire a professional financial team should take into account the quality and professionalism of the firm that stands behind them. In choosing to do business with our team, you are also doing business with Raymond James. It is important that you understand how our team's relationship with Raymond James benefits you by providing us the tools and resources to execute our mission to serve clients to the best of our abilities. 

Why Raymond James?

The Firm Has an Individual Client Focus: Raymond James is a firm with its roots in the business of providing financial guidance and planning to individual investors and families. This remains the firm's primary business today. Raymond James has been a leader in the industry with client -focused decision-making since the company's founding in 1962.

Full Resources of a Large, Multinational Financial Services Firm: Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. The company's business includes investment brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking. 

A Culture of Independence and Objectivity: As financial advisors, we are given flexibilty and independence to serve our clients without a corporate "push" of proprietary products. We have access to one of the widest platforms of product choices and account types in our industry with access to over 300 mutual fund families, 51 money managers and 34 insurance carriers.  

Consistent Leadership and Independence: Chairman Tom James has fostered a culture of consistent leadership and independent thinking that enables firm employees and financial advisors to act in the best interests of clients and be innovative in our solutuions to meet their needs.

Raymond James was the first financial services firm to create a Client Bill of Rights and Responsibilities in 1994. Today, our industry has recognized this document as a best practice and many firms have followed its example.