At Raymond James, we have a straightforward approach to doing business.
We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1st SM philosophy.
With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.
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.
Your Team
We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to growing and preserving your wealth.