At Raymond James, we take a simple, yet powerful approach to business, putting our clients’ needs first. We believe this is the key to not only their success but also the long-term success of our firm. This is the foundation of our Service 1st SM philosophy.
With a dedicated focus on our clients and a commitment to empowering those who serve them, we’ve earned a reputation as the premier alternative to Wall Street. We offer the same high-quality products, services, and support as the largest firms, but in an environment where strong, personal relationships are valued and prioritized.
Sticking to our core principles of client first, conservatism, independence and integrity has put us in a pretty enviable position – 142 quarters of continuous profitability.* In the more than 50 years since our founding, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most: you and your family.
*As of 6/30/2023. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Maintained profitability through a variety of market environments for the past 142 consecutive quarters.
Meet Your Team
At Raymond James, we take a collaborative approach to financial planning because we believe that the best results come from the combined expertise of a dedicated team. Your goals and aspirations are our top priority, so we take the time to truly understand your unique circumstances. Together, we’ll create a personalized financial plan that’s as individual as you are—a clear roadmap for your journey ahead. With the support of our team, we’re here to help you grow and preserve your wealth with a thoughtful, conservative approach that’s focused on your long-term success.