Commentary & Insights
Equity markets continued to climb higher in July
Signs of market fatigue and elevated expectations suggest that caution may be warranted.
Read about Equity markets continued to climb higher in JulyInfographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
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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.
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Our advisors have the resources and expertise to help build a plan for life’s “What ifs?”
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It’s never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.
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Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.
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Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.
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Your advisor is free to make unbiased recommendations from a broad range of investment products backed by industry-leading research and due diligence. Because choice plays a critical role in planning, both in terms of diversification and as strategies change along with your lifestyle and needs.
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The best-laid plans are built together, based on your goals, in deep collaboration with your advisor, with a long-term focus on your future. And they are continually monitored and adjusted over time, along with changes in your life and markets.
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Through Raymond James Trust, your advisor can draw from an array of tax, trust and estate planning resources and expertise. So you can create a lasting legacy by passing down not just assets, but the values you hold close.
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A complete plan looks at both sides of the ledger. Through Raymond James Bank your advisor has access to a complete suite of banking and lending services to help address all aspects of your financial life.
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Protecting yourself from the unexpected plays a crucial role in a complete financial plan. We offer a wide array of insurance solutions to help offer reassurance for you, your family and your business.
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Our full-service investment banking capabilities provide the deep industry expertise and experience to help take your business to the next level.
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Raymond James offers a variety of services specifically tailored to the needs of our advisors’ most uniquely successful clients.
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More on Our J.D. Power AwardWhat 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.
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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 MoreCommentary & Insights
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Read about The art of giving what you can't take with youLife insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Read about Life insurance as a business toolComparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Read about Comparing SBLs and student loans to cover tuitionFind an Advisor
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J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.
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