Helping your business thrive

Growing a business in today’s environment can be even more challenging than navigating the financial markets. We can help in several important ways: by assisting with the creation of specific programs to assist you in attracting and retaining key employees, by providing extensive cash management services, and by helping you develop a retirement plan that is not solely based on the success of your business.  While you would never invest all of your money into a single stock it is sometime easy to forget that is what many business owners are doing in their own business.  Most important, we want to act as your personal CFO, freeing you to concentrate on what is most important to you – running your business. Our team designs and implements employee retirement plans and develops deferred compensation plans reserved for key employees. Through Raymond James, we also offer advisory services related to public offerings, mergers and acquisitions, and restructurings.

Our business-related services:

  • Banking and cash management*
  • Business lending*
  • Key person insurance
  • Asset management
  • Bonds and mutual funds
  • Insurance and annuities
  • Investment banking
  • Retirement plans
    • 401(k)
    • Profit sharing
    • Pension
    • Simplified employee pension (SEP),
    • Savings incentive match plan for employees (SIMPLE)
    • Defined benefit plans
  • Deferred compensation plans
  • Executive benefits planning


* Available through Raymond James Bank