The tools you need to serve evolving client needs
If you’re looking for a partner with the resources to help you serve a variety of client needs, both simple and complex, you will find it here. Our sophisticated support includes access to trust specialists, investment banking professionals and more.
As each need arises, your relationship manager will be there for you to help you navigate the services and options available. And though we’re one of the largest independent financial services firms in the U.S., our leadership remains accessible to you.
What we provide to you:
Comprehensive wealth management resources
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.
Choose the tech tools that best suit your practice from our cost-effective, integrated technology platform. Built in-house through collaboration with advisors, our single sign-on platform offers e-signature capability, financial planning software, account aggregation, robust client reporting and complete mobile access. You also have the ability to incorporate third-party applications as you see fit.
Dedicated Service Professionals
As an RIA at Raymond James, you will have a dedicated service associate to serve as your primary point of contact for service related needs. Designed to be an extension of your service model, your assigned professional will build a strong relationship with your back office team. You are free to reach out to any Raymond James department directly. You decide how we support you, and you’ll always connect with a professional ready and eager to help.
Marketing that reflects your brand
Our award-winning creative agency stands ready to help you with all aspects of promoting your business, from designing a logo to creating your website. Our writers, graphic designers and account managers focus solely on providing marketing services for advisors, with the experience to help you refine your brand. As an RIA with Raymond James, we encourage you to use our capabilities to help grow your business. Combining marketing experience with intimate financial services knowledge, we would work closely with your team to translate your unique vision into reality by developing materials that fit your style and connect with the target audience.
Protect the business you’ve worked hard to build with a succession plan that matches your professional goals and vision for your legacy. We offer an evaluation and consultation at no cost to you, so you can plan for your future in the same way you thoughtfully plan for your clients. We’ll offer you customized support for each facet of the planning process, including building a legacy, preparing for retirement, growing your business, valuing your practice and protecting your assets.
Practice management and consultation
We see your success as an extension of our own, which is why we’re committed to providing the resources and support you need to grow and streamline your business. Through our proprietary EMPOWER platform, your relationship manager work with you to deliver a personalized business analysis and actionable next steps. Whether you’re looking for ways to lead a more efficient practice or to navigate third-party and custodial solutions, our team is here to help you map your individual business objectives to internal and external solutions, as well as the benefit of one-on-one consultation at every stage from implementation to utilization.