Raymond James

About Raymond James

Raymond James is committed to doing what is best for our clients. That means a strong advisor-client relationship, supported by extensive resources and experienced professionals with expertise in a wide range of wealth management disciplines. We deliver customized solutions and personal service backed by an unwavering dedication to professional integrity. – more... To support our advisors in the wealth management process, Raymond James has created the Wealth Management Solutions department, a focused team of experienced professionals who specialize in issues affecting the firm's largest clients. For those clients who are able to commit assets of $5 million or more to Raymond James, this team becomes an exclusive resource to you and your advisor in addressing complex wealth management issues, including but not limited to:


Handling the impact of significant wealth events
(sale of a family business, retirement with significant assets, an inheritance, etc.)
Complex legacy planning and charitable giving design
Dealing with large concentrations in a single security
Developing customized portfolios incorporating sophisticated investment strategies
Seeking maximum returns on large cash portfolios
Tax minimization strategies
Asset protection strategies
Exit strategies for business owners
Use of trusts for estate planning


Please contact your Raymond James financial advisor for more information about the sophisticated wealth management solutions available to you. – less – More from ZoomInfo »

Raymond James Employer Reviews

Raymond James Photos

Raymond James Jobs