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      4. Wealth Management

        Well planned is your big picture, precisely detailed.

        Our business is you and your financial well-being. Because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs. A Raymond James financial advisor can pull it all together with sophisticated advice and a detailed plan for the long term.

        Commentary & Insights

        Markets & Investing  |  October 10, 2019

        Social Security increases benefits by 1.6% for 2020

        Nearly 69 million Americans will see the increase in their payments beginning in January.

        Read Article about Social Security increases benefits by 1.6% for 2020
        Markets & Investing  |  October 1, 2019

        October 2019 Investment Strategy Quarterly

        Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

        Learn More about October 2019 Investment Strategy Quarterly

        Find an Advisor

        Connect with a Raymond James advisor or office near you.

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        What Are You Planning For?

        You have goals. We help you get there.

        No two people have the exact same goals. That’s why it takes an individually tailored plan to make them a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized plan to help you get there.

        Growing My Wealth

        Your advisor can help you build a portfolio that aligns with your goals, timeline and personal tolerance for risk.

        Preserving My Wealth

        Our advisors have the resources and expertise to help build a plan for life’s “What ifs?”

        Planning for Retirement

        It’s never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.

        Providing for Family

        Supporting a child’s education or caring for an aging loved one shouldn’t mean sacrificing your future.

        Managing My Estate

        Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.

        Growing My Business

        Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.

        What Makes Us Different


        Why a Raymond James Advisor

        Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.

        Learn More

        About Raymond James

        Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. And since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.

        Learn More

        Commentary & Insights

        Family & Life Events

        Let's clear up 10 misconceptions about HSAs

        When it comes to the versatile health savings account, misunderstandings abound.

        Read Article about Let's clear up 10 misconceptions about HSAs
        Estate & Giving

        7 common beneficiary choices you should probably rethink

        From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.

        Listen about 7 common beneficiary choices you should probably rethink
        Markets & Investing

        Volatility resources

        When markets react, maintain a long-term perspective.

        Learn More about Volatility resources

        Find an Advisor

        Connect with a Raymond James advisor or office near you.

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        Check the background of Raymond James on FINRA's BrokerCheck

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