Our team's affiliation with Raymond James is built on a mutual commitment to the financial well-being of our clients through a conservative, client first philosophy.  Raymond James allows us to have the freedom to practice our own unique style of investment management, while providing our clients the security, stability and resources of this highly respected and top-ranked investment firm.

Raymond James' culture of independence and support for independent financial advisors fosters the kind of personalized, client-centered service that is the hallmark of our firm.

Raymond James has been consistently recognized for excellence and leadership in the financial services industry, with honors including:

  • May 2010, Raymond James placed second in Smart Money’s Full-Service Broker Survey, citing excellent customer service, lower maintenance fees and improved client statements. 
  • Being named “Highest in Investor Satisfaction with Full Service Brokerage Firms”1 in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM,
  • June 2009, Raymond James ranked top full-service broker in the 2009 SmartMoney Annual Broker Survey (first nationally in SmartMoney’s 2008 Annual Broker Survey also), receiving top ratings for customer satisfaction and account statements,2 and
  • Being included in the Forbes 2008 listing of “America’s Most Trustworthy Companies,” ranking llth among large-cap and mid-cap companies, and the only investment services firm listed in its category. (The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.3)

At the same time, Raymond James is an acknowledged leader in market research and analysis, which acts as a compliment to our own fundamental and technical research. Raymond James also offers a broad array of high-quality financial management products and services such as specialized investment accounts, banking services, money management consultation and other resources that greatly benefit our clients.  

Raymond James' three principal wholly owned broker/dealers - Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. - have more than 5,000 financial advisors serving 1.9 million accounts in 2,200 locations throughout the United States, Canada and overseas. Based in Florida, the company manages client assets totaling approximately $172 billion.

For more information about Raymond James Financial, visit raymondjames.com.

  1. Raymond James received the highest numerical score among full-service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study.
  2. SmartMoney does not endorse any product or service of Raymond James.
  3. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage.