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      4. In the News

        FT 401
        Financial Times | October 10, 2019
        Five Raymond James-affiliated advisors were named to Financial Times' "FT 401" list of the country's top retirement advisors.

        Top Wealth Advisor Moms
        Working Mother | October 3, 2019
        18 Raymond James-affiliated advisors were named to Working Mother magazine's list of Top Wealth Advisor Moms. 

        Raymond James Doubles Down on Digital with Advisers in Control
        InvestmentNews | September 26, 2019
        Raymond James & Associates president and CEO Tash Elwyn explains the focus of the firm's technology investment.

        Raymond James Advisors Tout Tech's Time-Saving Benefits
        ThinkAdvisor | September 25, 2019
        Raymond James leaders discuss the firm's tech tools.

        Inclusion, Leadership in Focus at Raymond James' Event
        ThinkAdvisor | September 24, 2019
        Speakers at the 25th Annual Women's Symposium included a former Air Force pilot and the firm's new leader of diversity and inclusion. 

        Barron's Top 100 Independent Wealth Advisors
        Barron's | September 17, 2019
        Five Raymond James-affiliated advisors were named to Barron's Top 100 Independent Wealth Advisors list.

        Wealth Management Industry Awards
        Wealth Management | September 13, 2019
        Raymond James was named a winner in the Practice Management category and a finalist in the Thought Leadership category in Wealth Management's fifth annual Industry Awards.

        Forbes Top Wealth Advisors
        Forbes | September 10, 2019
        11 Raymond James-affiliated advisors were named to Forbes' Top Wealth Advisors list. 

        Forbes Best-In-State Next-Gen Wealth Advisors
        Forbes | September 4, 2019
        87 Raymond James-affiliated advisors were named to Forbes' Best-In-State Next-Gen Wealth Advisors list.

        Why Raymond James, Stifel Gain Ground at Wirehouses' Expense
        InvestmentNews | August 12, 2019
        Frank LaRosa, CEO of Elite Consulting Partners, explored the appeal of regional Broker Dealers and independent firms.

        See It, Be It Role Model – Thomas Hake
        InvestmentNews | August 2, 2019
        RJFS advisor and Raymond James Advisor Pride Network founder Thomas Hake was named a See It, Be It role model in InvestmentNews' Diversity & Inclusion Awards. “It opens doors to conversations that make a difference. I may be the first person they reach out to,” Mr. Hake said. “In addition, we want our clients to know they have a safe place. Basically, we’re taking the professional and the personal, and merging them.”

        Forbes Top Next-Gen Wealth Advisors
        Forbes | July 22, 2019
        13 Raymond James-affiliated advisors were named to Forbes' Top Next-Gen Wealth Advisors list.

        A Higher Standard of Client Care
        InvestmentNews | July 8, 2019
        Tash Elwyn, president and CEO of Raymond James & Associates, discusses the importance of firms fostering an environment of trust.

        What to Do Before Going After Next-Gen Clients
        ThinkAdvisor | June 21, 2019
        Raymond James' senior vice president of Education and Practice Management, David Patchen,provided growth strategy advice for financial advisors.

        InvestmentNews 40 Under 40
        InvestmentNews | June 17, 2019
        Four Raymond James-affiliated advisors were named to InvestmentNews' 40 Under 40 list.

        Barron's Top Women Financial Advisors
        Barron's | June 7, 2019
        Three Raymond James-affiliated advisors were named to Barron's Top Women Financial Advisors list.

        Bank Investment Consultant Top 30 Program Managers, 1-10
        Bank Investment Consultant | May 15, 2019
        Three Raymond James-affiliated managers were named to Bank Investment Consultant's Top 1-10 Program Managers list.

        Bank Investment Consultant Top 30 Program Managers, 21-30
        Bank Investment Consultant | May 13, 2019
        Three Raymond James-affiliated managers were named to Bank Investment Consultant's Top 21-30 Program Managers list.

        Honoring Innovation
        InvestmentNews | May 11, 2019
        InvestmentNews highlighted Raymond James' Longevity Planning as a finalist in the publications inaugural Innovation Awards.

        Raymond James Plans 'Match.com' for Retiring Advisors and Successors
        Financial Advisor IQ | May 3, 2019
        Raymond James Private Client Group President Scott Curtis and VP of Succession Planning and Acquisition Consulting Robert Goff discussed a new offering to help connect potential buyers and sellers.

        Forbes Top Women Wealth Advisors
        Forbes | April 30, 2019
        Three Raymond James-affiliated advisors were named to Forbes' Top Women Wealth Advisors list.

        Raymond James Names Private Client COO, Boosts Profits
        ThinkAdvisor | April 25, 2019
        Kim Jenson was named Private Client Group Chief Operating Officer. ThinkAdvisor recaps the firm's latest earnings results.

        Barron's Top 100 Financial Advisors
        Barron's | April 21, 2019
        Three advisors with Alex. Brown, a division of Raymond James, were named to Barron's Top 100 Financial Advisors list.

        Regional Firms Provide an Alternative to Wirehouses
        InvestmentNews | March 27, 2019
        Danny Sarch, founder and owner of Leitner Sarch Consultants, discussed the appeal of regional firms to prospective advisors.

        Secret Trips to Raymond James? Why Advisors from Rival Firms Tour its HQ
        On Wall Street | March 26, 2019
        On Wall Street provided insight into Raymond James' home office visit process for prospective advisors.

        How to Advise Advisors When It's Their Turn to Retire
        ThinkAdvisor | March 14, 2019
        Robert Goff, vice president of the Succession & Acquisition Consulting Group, recapped advice from former advisors about their transitions to retirement.

        Top Financial Advisors 2019
        Barron's | March 9, 2019
        61 Raymond James-affiliated advisors were named to Barron's Top 1,200 Financial Advisors list.

        Best-In-State Wealth Advisors
        Forbes | February 20, 2019
        211 Raymond James-affiliated advisors were named to Forbes' Best-In-State Wealth Advisors list.

        10 Hot Investment Themes for 2019: Raymond James
        ThinkAdvisor | February 15, 2019
        Larry Adam, chief investment officer of Raymond James Private Client Group, shared his ten investment themes for the year.

        Top 25 Regional BD Advisors Under 40
        On Wall Street | January 28, 2019
        Nine RJA advisors and one Alex. Brown advisor were named to On Wall Street's list of the top 25 advisors under 40.

        Helping Clients Overcome Emotional Biases
        InvestmentNews | January 16, 2019
        David Patchen, senior vice president of Private Client Group Education and Practice Management, shared ways advisors can help clients overcome emotional biases. 

        19 People Who Will Change Wealth Management in 2019
        Financial Planning | December 19, 2018
        Scott Curtis, president of Raymond James' Private Client Group, was named among the top industry leaders to watch in 2019 by Source Media.

        Regional Broker-Dealers Quietly Making Comeback Now
        InvestmentNews | December 15, 2018
        InvestmentNews reports on firms' successful recruiting and growth, including Raymond James.

        Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients' Kids
        Financial Advisor IQ | December 4, 2018
        Frank McAleer, senior vice president of wealth, retirement and portfolio solutions at Raymond James, discusses the firm's longevity planning resources.

        Giving & Getting Back: Raymond James
        ThinkAdvisor | November 28, 2018
        Investment Advisor highlights how ICD President Jodi Perry and Raymond James-affiliated advisors Tyson Ray and Todd Sanford give back to their communities.

        Deutsche Bank Executive Will Be First CIO of Raymond James' Private Client Group
        Wealth Management | November 20, 2018
        Larry Adam joined Raymond James as Chief Investment Officer of the firm's Private Client Group.

        Women to Watch 2018: Lynn Phillips-Gaines
        InvestmentNews | November 19, 2018
        Raymond James-affiliated advisor Lynn Phillips-Gaines was named a Woman to Watch by InvestmentNews.

        The ABCs of Structured Annuities
        ThinkAdvisor | October 25, 2018
        Scott Stolz, senior vice president of Private Client Group Investment Products and Wealth Solutions, discusses structured annuities.

        Industry's Need for More Female Advisors Takes Center Stage at Event
        ThinkAdvisor | October 25, 2018
        ThinkAdvisor recaps Raymond James' 24th annual Women's Symposium. 

        Tips for Getting Referrals and Finding New Clients, from Top Advisors
        ThinkAdvisor | October 2, 2018
        Raymond James advisors share their experience and advice at a top advisors panel at the 24th annual Women's Symposium.

        Time to Get Inspired by Incredible Advisors
        InvestmentNews | September 29, 2018
        InvestmentNews featured the finalists and winners of the Invest in Others Awards. Raymond James Financial was a finalist in the Corporate Philanthropy category and Raymond James advisor Sacha Millstone was named this year's Volunteer of the Year.

        WealthManagement.com Announces 2018 Industry Awards Winners
        Wealth Management | September 14, 2018
        Raymond James was named a winner in the Practice Management category for the firm's Advisor Mastery Program in this year's Wealth Management Industry Awards. The firm's Longevity Planning initiative was a finalist in the Thought Leadership and Service categories.

        3 Top Succession Strategies for Advisors: Which One's Right for You?
        ThinkAdvisor | September 10, 2018
        Robert Goff, vice president of the Succession & Acquisitions Consulting Group, discusses three common succession planning strategies.

        Broker Protocol Stance Bolsters Raymond James
        Barron's | September 4, 2018
        Advisors cite Raymond James' stance on the protocol as an important differentiator.

        How Raymond James is Knocking Recruitment Out of the Park
        Financial Advisor IQ | September 4, 2018
        Financial Advisor IQ delves into Raymond James’ successful recruiting. Scott Curtis, president of Raymond James’ Private Client Group discusses the firm’s continued commitment to practice ownership for financial advisors.

        Raymond James Attracting Advisors as Migrations Mushroom
        Financial Advisor | August 10, 2018
        Scott Curtis, president of Raymond James’ Private Client Group, and Jodi Perry, president of the Independent Contractor Division, discussed the firm’s successful recruiting.

        Diversity Champion
        InvestmentNews | August 6, 2018
        Raymond James Financial was named a Diversity Champion in InvestmentNews’ inaugural Diversity & Inclusion Awards. "It's crucial to build a strong foundation of diversity and inclusion in our field — not only to leverage a variety of perspectives in support of business success, but also in better support of our associates, advisors and their clients," said Tash Elwyn, president and CEO, Raymond James & Associates.

        See It Be It Role Model – Tony Barrett
        InvestmentNews | August 6, 2018
        Tony Barrett, RJA, was named a See It Be It role model in InvestmentNews’ inaugural Diversity & Inclusion Awards. "There just isn't enough diversity in the industry, even if we spent all day, every day stealing all the diverse talent from the competition, there just isn't enough out there," Mr. Barrett said. "We have to recruit at the younger levels and show them they have a place in the investment business."

        See It Be It Role Model – Joshua Charles
        InvestmentNews | August 6, 2018
        Joshua Charles, RJFS, was named a See It Be It role model in InvestmentNews’ inaugural Diversity & Inclusion Awards. "I started out 25 years ago to help people who had no voice to do proper planning and navigate through a very coarse set of laws to try and have the same rights and protections that married people automatically had," Mr. Charles said.

        These B-D Firms Are Tops in Advisor Satisfaction
        Financial Advisor | August 1, 2018
        Raymond James Financial Services ranked second in overall independent advisor rankings and Raymond James & Associates ranked second in overall employee advisor rankings.

        Raymond James’ Recruiting Push is ‘Firing on All Cylinders’: Exec
        ThinkAdvisor | July 27, 2018
        ThinkAdvisor recapped Raymond James’ third quarter fiscal 2018 earnings results. “We continued to retain and attract high-quality financial advisors across all of our affiliation options,” according to CEO and Chairman Paul Reilly. “We are on track for record financial advisor recruiting results in fiscal 2018.”

        Aggressive Recruiting Boosts Raymond James Advisor Ranks to New Record
        Financial Planning | July 26, 2018
        Financial Planning recapped Raymond James’ ongoing recruiting success.

        I Am a Professional Woman, Not a Woman Professional
        InvestmentNews | July 13, 2018
        Raymond James Executive Vice President of Technology and Operations Bella Allaire discussed her upbringing, career and her wish for the women in our industry at the 2018 Women Adviser Summit.

        Raymond James Names Scott Curtis to Head Private Client Business
        InvestmentNews | June 29, 2018
        InvestmentNews recapped key leadership appointments at Raymond James.

        Raymond James Shuffles Leadership as Financial Advisors Weigh in on Workplace Satisfaction
        Tampa Bay Business Journal | June 29, 2018
        Key executives at Raymond James take on new roles and responsibilities. The firm's independent and employee broker/dealers received top scores from financial advisors on workplace satisfaction.

        InvestmentNews 40 Under 40
        InvestmentNews | June 17, 2018
        Four individuals affiliated with Raymond James were named to InvestmentNews' annual 40 Under 40 list.

        2018 Top Women Financial Advisors
        Barron's | June 20, 2018
        Three Raymond James-affiliated advisors were named to Barron's 2018 Top Women Financial Advisors list.

        Broker-Dealer Reference Guide
        ThinkAdvisor | May 29, 2018
        Raymond James Financial Services was ranked a top independent broker/dealer by revenue in Investment Advisors' annual broker-dealer reference guide.

        Industry Needs More Women Advisors
        Financial Advisor | May 9, 2018
        Raymond James financial advisor Sarah Boston discussed ways we can attract more women to the financial services industry.  

        Raymond James Promotes 20-Year Company Veteran to New IBD Post
        Financial Planning | May 3, 2018
        Raymond James Financial Services promoted Jodi Perry to serve as National Director of the Independent Contractors Division.

        Top Women Wealth Advisors
        Forbes | May 1, 2018
        Eight Raymond James-affiliated advisors were named to Forbes’ list of the Top Women Wealth Advisors.

        Top 20 Program Managers in the Bank Channel
        Bank Investment Consultant | May 1, 2018
        Seven Raymond James-affiliated program managers were named to Bank Investment Consultant’s list of the top 25 program managers.

        2018 Top 100 Financial Advisors
        Barron’s | April 21, 2018
        Three Alex. Brown advisors were named to Barron’s annual list of the Top 100 Advisors.

        Top Independent Broker-Dealers Ranked by Revenue
        InvestmentNews | April 21, 2018
        InvestmentNews ranked Raymond James Financial Services No. 3 in their annual list of the top independent broker/dealers by revenue. 

        Raymond James Longevity Planning Resources: Good for Clients, Great for Advisors
        ThinkAdvisor | April 19, 2018
        Raymond James launched a suite of tools to help advisors meet clients’ longevity planning needs.

        Time for Broker Protocol 2.0, says Raymond James's Elwyn
        On Wall Street | April 13, 2018
        Tash Elwyn, president of Raymond James & Associates, Private Client Group, discussed Broker Protocol, recruiting, and the need for more diversity in our profession. 

        Top takeaways from Raymond James Black Financial Advisors' latest event 
        ThinkAdvisor | March 27, 2018
        Tony Barrett, Raymond James complex manager and Black Financial Advisors Network (BFAN) co-founder, recaps the latest BFAN event.

        Team of African-American advisers making great strides, one inspiration at a time
        InvestmentNews | March 24, 2018
        Tash Elwyn, President of Raymond James & Associates Private Client Group, discusses Raymond James’ diversity efforts.

        Raymond James: Staying in Protocol cuts confusion for clients
        Financial Advisor IQ | March 12, 2018
        Raymond James Financial is sticking to the Protocol for Broker Recruiting to support both their advisors and their clients, says Tash Elwyn, president of Raymond James & Associates Private Client Group.

        Raymond James: Broker Protocol good for advisors, clients
        Barron’s | March 12, 2018
        Tash Elwyn, president of Raymond James & Associates Private Client Group, discusses how the protocol supports both advisors and their clients.

        2018 Top Advisor Rankings by State
        Barron’s | March 11, 2018
        55 Raymond James-affiliated advisors were named to Barron’s annual list of America’s Top Financial Advisors.

        Raymond James adds 2 recruiters in West
        ThinkAdvisor | March 9, 2018
        With growing interest from prospective advisors, particularly in the West, Raymond James Financial Services announced two additions to the advisor recruiting team.

        Asset growth at regional BDs outpace the pack
        On Wall Street | December 19, 2017
        According to Cerulli, Raymond James saw the most growth among broker-dealer networks with $100 billion or more in assets.

        18 people advisors should watch in 2018
        Bank Investment Consultant | December 15, 2017
        Tim Killgoar, senior vice president and head of Raymond James Financial Institutions Division, was recognized as a person to watch by Bank Investment Consultant.

        The 'broker protocol' is good for investors and needs to be strengthened
        CNBC online | December 8, 2017
        Tash Elwyn, president of Raymond James & Associates, Private Client Group, shared his thoughts on the broker protocol and why it should be strengthened.

        Courting HNW clients in the Music City
        Bank Investment Consultant | December 6, 2017
        Bank Investment Consultant featured Brock Kidd, a bank advisor affiliated with Raymond James Financial Services Financial Institutions Division.

        Raymond James executives call on industry to keep broker protocol
        InvestmentNews | November 17, 2017
        Raymond James executives reiterate the firm's position on the Protocol for Broker Recruiting in a letter to the profession.

        How to create a culture of awareness and support
        InvestmentNews | November 16, 2017
        Michelle Lynch, vice president of Raymond James' Network for Women Advisors, discussed ways Raymond James has created a culture of support for women advisors.

        Raymond James' RIA Unit Is on a Roll
        ThinkAdvisor | November 3, 2017
        ThinkAdvisor recaps the firm and division's success.

        Raymond James Defends Broker Protocol amid Doubts about Its Future
        On Wall Street | November 1, 2017
        Raymond James reaffirmed its commitment to the Broker Protocol.

        Want To Please Clients And Prospects? Try the Gourmet Approach
        Financial Advisor | October 12, 2017
        Successful Raymond James advisors discuss ways they have built their businesses at the Raymond James Women's Symposium.

        Largest Women's Symposium Ever, Yet Percentage of Women Hasn't Budged
        ThinkAdvisor | October 12, 2017
        ThinkAdvisor highlights Raymond James' 23rd annual Women's Symposium.

        Video: The Toughest Challenge New Advisors Face
        On Wall Street | October 5, 2017
        Raymond James Complex Manager Tony Barrett discussed what financial advisors should know before entering the business.

        Video: 'At What Point Do I Not Feel Like Every Day is So Full of Pressure to Make It?'
        On Wall Street | October 5, 2017
        Raymond James Complex Manager Tony Barrett discussed what having a mentor meant to him as a young advisor.

        How Advisors are Changing Their Industry for The Better
        On Wall Street | October 2, 2017
        Raymond James' Tony Barrett and advisor Adele Gipson discuss their experiences and advice for young advisors.

        America's Top Next Generation Wealth Advisors
        Forbes | July 25, 2017
        17 Raymond James-affiliated advisors were named to Forbes' list of America's Top Next Generation Wealth Advisors.

        Fifteen Advisers, Six Firms Named Finalists by Invest in Others Charitable Foundation
        InvestmentNews | July 20, 2017
        Raymond James advisor Mary Brooks was chosen as a finalist for the Volunteer of the Year Award, a category in the Community Leadership Awards, presented by Invest in Others.>

        Raymond James Expands Health Planning Tools
        Financial Advisor IQ | June 15, 2017
        Raymond James Director of Retirement Solutions Frank McAleer and financial advisor Rachel McNeil discuss the firm’s longevity planning support.

        Top 100 Branch Managers for 2017
        On Wall Street | June 13, 2017
        Six Raymond James & Associates branch managers were named to On Wall Street’s list of the top branch managers.

        Do's and Don'ts of Twitter, LinkedIn and Facebook for Advisors
        ThinkAdvisor | June 8, 2017
        Lisa Turley, senior vice president of advisor marketing at Raymond James, discusses how financial advisors can use social media for marketing.

        2017 Top Women Financial Advisors
        Barron’s | June 2, 2017
        Five Raymond James-affiliated financial advisors were named to Barron’s annual list of the top women advisors in the country.

        Raymond James Succession Guru on Preserving a Firm's Core Values
        Financial Planning | May 19, 2017
        Raymond James Vice President of Succession and Acquisition Consulting Robert Goff discusses the importance of preserving a practice’s core values.

        Tapping Women Money-Makers
        Financial Advisor | May 19, 2017
        Raymond James advisor Danielle Blunt and others share tips for working with female breadwinning clients.

        New Raymond James Partnerships Add Longevity Planning to the Toolkit
        Wealth Management | May 4, 2017
        Raymond James Vice President of Retirement Solutions Frank McAleer discusses longevity planning support resources. 

        Top 25 Program Managers
        Bank Investment Consultant | May 3, 2017
        Nine Raymond James program managers were named to Bank Investment Consultant's list of the top 25 program managers.

        Raymond James Taps Popular UBS Exec for Private Client Post
        ThinkAdvisor | May 3, 2017
        Raymond James welcomes industry veteran Kim Jenson as Chief Operating Officer of Raymond James & Associates Private Client Group.

        No Slow Down in Recruiting at Raymond James as Advisers Prepare for DOL Fiduciary Rule
        InvestmentNews | April 26, 2017
        Raymond James Financial Services President Scott Curtis discusses what's behind the firm's recruiting success.

        The Career Path from Branch Professional to Advisor
        Wealth Management | April 26, 2017
        Raymond James women advisors share their career paths from branch professionals to successful financial advisors.

        How to Onboard the Right Junior Partner
        On Wall Street | April 20, 2017
        Raymond James Vice President of New Financial Advisor Development Matt Ransom discusses tips for hiring and onboarding a new team member.

        America’s Top Women Advisors 2017
        Forbes | February 28, 2017
        Nine Raymond James-affiliated advisors were named to Forbes’ list of the top women advisors in America.

         

        October 2019, Financial Times FT 401
        Source: Financial Times 401 Top Retirement Advisors, October 2019. The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The Financial Times FT 401 Top Retirement Advisers award had 401 of the 770 advisor applicants being recognized as a Top Retirement Adviser. The FT asked large U.S. brokerages, independent advisors, and other wealth managers to identify qualified Direct Contribution (DC) plan advisor applicants. They partnered in research with Broadridge Financial Solutions who provided unique data from their proprietary database to help identify qualifying candidates. Financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total AUM. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Roughly 80 to 85 percent of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating.

        October 2019, Working Mother Top Wealth Advisor Moms
        Data provided by SHOOKTM Research, LLC, as of 03/31/2019. SHOOK™ Research considered wealth advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 03/2019): From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information, see SHOOKresearch.com.

        September 2019, Barron's Top 100 Independent Wealth Advisors
        Source: Barron's “Top 100 Independent Wealth Advisors,” September 17, 2020. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years of financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

        September 2019, Wealth Management Industry Awards
        The Wealth Management Industry Awards are based upon completion of a nomination application. For the 2019 awards, more than 650 entries were received from 262 companies. Firms nominate their initiatives created to help advisors better do their jobs. Firms can submit their initiative nominations for one of 20 award categories, some of these award categories include sub‐category awards. A panel of industry professionals which includes individuals from industry publications, industry consulting firms and brokerage/advisory firms are selected to vet the finalists and vote on a winner or winners for a particular category or sub‐category award. The honorees were chosen for the Technology award based upon the following methodology: 1) A new initiative, program, or enhancement to an existing platform that helps B/D advisors to be more efficient, and enhances the advisor and client experience though technology. 2) Initiatives can include areas such as new cloud platforms, mobile apps, driving adoption of existing technologies, streamlining various processes, integrating multiple systems, user interface improvements, process speed improvements, ease of use, new capabilities, new features, and customizations. 3) Criteria include quantitative measures such as scope, scale, adoption, usage, and feature set, along with qualitative measures such as innovation, creativity, and new methods of delivery. This award is bestowed by an independent third party not affiliated with Raymond James. Raymond James has not paid a fee in exchange for this award. This recognition is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

        September 2019, Forbes Top Wealth Advisors
        Data provided by SHOOKTM Research, LLC. Data as of 6/30/19. America’s Top Wealth Advisors (Forbes.com Sept. 2019). The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of August 2019): 30,678 Advisor nominations were received based on high thresholds. 12,251 Advisors were invited to complete the online survey. SHOOK has conducted over 14,000 telephone interviews with advisors. 2,265 Advisors were interviewed in-person at the Advisors' location. Final list of the top 250 Advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information: www.SHOOKresearch.com.

        September 2019, Forbes Best-In-State Next-Gen Wealth Advisors
        Data provided by SHOOKSHOOKTM Research, LLC as of 3/31/2019. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.

        August 2019, InvestmentNews Diversity & Inclusion Awards
        Individual awards recognize financial advisers or industry professionals who support advisers and have been effective role models for their efforts to bring diversity and to create an inclusive culture in the financial adviser business. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

        July 2019, Forbes Top Next-Gen Wealth Advisors
        Forbes list of “America’s Top Next-Generation Wealth Advisors 2019.” Data provided by SHOOKTM Research, LLC. Data as of 3/31/2019. America’s Next Generation ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.

        June 2019, InvestmentNews 40 Under 40
        Each year Investment News recognizes 40 industry professionals under the age of 40 based on factors including accomplishment to date, contribution to the industry, leadership and promise. Approximately 1000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

        June 2019, Barron's Top Women Financial Advisors
        Source: Barron’s “Top 100 Women Financial Advisors,” 2019 Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria.  Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.  Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

        Bank Investment Consultant Top 30 Program Managers
        To compile the Bank Investment Consultant (“BIC”) list, multiple variables were used and combined into a weighted average. Specifically, six factors were used: the number of advisors they oversee, team assets under management, annual team production, percentage growth in AUM, percentage growth in production and production‐per‐advisor. BIC calculated their own estimates for production‐per‐advisor based on other numbers submitted in their nomination process. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.


        Honoring Innovation
        These 19 Innovation Award finalists, including six winners, have helped to improve how advisers take care of their clients, run their businesses and enhance client outcomes. The firm finalists were chosen by a panel of InvestmentNews reporters, editors and other staff out of several hundred nominations submitted online earlier this year. The winners in each of the six categories were selected by the InvestmentNews Innovation Summit advisory board, which consisted of individuals recognized as InvestmentNews Icons & Innovators in 2016 and 2017. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Investment News is not affiliated with Raymond James.

        Forbes' Top Women Wealth Advisors
        The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in‐person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of April 2019): 29,334 nominations were received, based on thresholds (7,826 women). 10,681 advisors were invited to complete the online survey. 9,341 advisors were interviewed by telephone. 1,925 advisors were interviewed in‐person at the advisors’ location. Final list of the top advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating.

        Barron’s Top 100 Financial Advisors
        April 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

        June 2018, InvestmentNews 40 Under 40.
        Each year Investment News recognizes 40 industry professionals under the age of 40 based on factors including accomplishment to date, contribution to the industry, leadership and promise. Approximately 1000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

        June 2018, Barron's list of the Top 100 Women Financial Advisors.
        Source: Barron’s “Top 100 Women Financial Advisors,” 2018 Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria.  Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.  

        The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in‐person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of April 2018): 22,146 nominations were received, based on thresholds (7,435 women). 6,461 advisors were invited to complete the online survey. 6,104 advisors were interviewed by telephone. 1,210 advisors were interviewed in‐person at the advisors’ location. Final list of the top 250 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating.

        To compile the Bank Investment Consultant (“BIC”) list, multiple variables were used and combined into a weighted average. Specifically, six factors were used: the number of advisors they oversee, team assets under management, annual team production, percentage growth in AUM, percentage growth in production and production‐per‐advisor. BIC calculated their own estimates for production‐per‐advisor based on other numbers submitted in their nomination process. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.

        Barron’s “Top 100 Financial Advisors,” DATE, 2018. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

        The Investment News ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this ranking. Investment News is not affiliated with Raymond James.

        Forbes Top Next Generation Wealth Advisors list – Data provided by SHOOK™ Research, LLC. Data as of 3/31/17. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. 2,356 Millennial advisors were considered based on high thresholds from which 500 were chosen. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com. The award is not indicative of an advisor's future performance and may not be representative of any one client's experience.

        Source: Barron's “Top 100 Women Financial Advisors,” 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.

        2017, On Wall Street named the top 100 branch managers in the country. On Wall Street, in partnership with New York Life/Mainstay Investments, throws a spotlight on the top 100 mangers with their Annual Branch Manager Awards. This year's accolades fall to 100 Honorees that have been nominated by their firms and then selected by the editors of the magazine. Nominees must be employees at a major, leading brokerage firm and are evaluated on leadership, dedication to superior client service and their ability to recruit, develop and retain talented advisors. The final honorees were selected by four judges: Research Directors, Bill Butterfield and Alois Pirker, of the Aite Group; Associate Director, Kenton Shirk, at Cerulli Associates, and Stewart Lee, CEO of LEE Training; based on a quantitative and qualitative review of data from two surveys, one filled out by persons making the nomination and the second by the nominee. Raymond James is not affiliated with On Wall Street, New York Life/Mainstay Investments, Bill Butterfield, Alois Pirker, Kenton Shirk, Stewart Lee, or the organizations these individuals represent. This recognition may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition.

        America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. 

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