Through our RIA platform, you have the option to leverage any product or solution available at the firm, including wealth solutions, longevity planning, insurance and research. You’ll have direct access to specialists across these departments, ready and willing to help.
The Wealth Solutions team offers just that, helping advisors compete for and service high-net-worth clientele. Our professionals cater to the planning and wealth management needs of high-net-worth clients – working as your partner, not your competition.
This team helps you plan for your clients’ longer and healthier retirements. Raymond James has vetted select service providers to help you address the challenges as your clients age.
Insurance & Research
Raymond James Insurance Group – a wholly owned subsidiary of the firm, offering access to a suite of insurance and annuity products and services. Mutual Fund Research – provides thorough, unbiased, easy-to understand mutual fund research and recommendations.
Banking & Lending
Raymond James is unique in that we are not bank-owned, in fact, we actually own a bank. Raymond James Bank provides a holistic approach to finance, offering innovative and diversified products and services. By partnering with us, you gain access to a complete cash management solution, providing comprehensive spending tools such as checks, debit and credit cards, highly competitive rates of return, and daily sweeps to and from brokerage accounts. Through Raymond James Bank, you can offer your clients banking services including securities-based lending, money market accounts, CDs, internet banking and a variety of consumer loans.
Investment Banking & Equity Research
Raymond James maintains a full-service Investment Banking group providing public and private offerings of equity and debt, as well as merger and acquisition services. Our Equity Research and Investment Banking teams can coordinate sales efforts across the firm as they work to create demand for your clients’ shares. Raymond James employs analysts covering more than 1,100 companies in nine highly focused industries: Consumer, Energy, Financial Services, Healthcare, Industrial, Mining & Natural Resources, Real Estate, Technology & Communications, and Transportation. We are a top provider of equity research in both the U.S. and North America in terms of companies covered.
Trust & Estate Planning
Through Raymond James Trust, N.A., a wholly owned subsidiary of Raymond James Financial, Inc., you and your clients have access to a team of legacy planning professionals, providing solutions tailored to individual needs. Additionally, the Wealth Solutions team will work in collaboration with you, your clients and their other legal and tax professionals in the crafting of efficient, strategic estate plans that keep clients’ wishes at the forefront.