Working with Us

A Full Breadth of Services To Meet All Your Needs

We offer an extensive range of services that goes beyond what you might expect from the typical financial planner. The fact is you can count on us for any financial-related need you encounter. Our commitment to a comprehensive, holistic approach allows us to provide the highest level of service and convenience for addressing the busy, multi-faceted life you lead.

Services include:

  • ADVISORY SERVICES
  • Managed accounts
  • Separately managed accounts
  • Portfolio strategies
  • WEALTH PLANNING SOLUTIONS
  • Retirement planning
  • Education planning
  • Insurance planning
  • Estate and trusts
  • Corporate and executive services
  • Succession planning services
  • Business planning
  • BANKING AND LENDING SOLUTIONS
  • Mortgages1
  • Securities Based Lines of Credit2
  • Cash management accounts
  • Banking services3
  • INSTITUTIONAL CONSULTING
  • Investment banking
  • Public finance
  • AMS institutional services


1Raymond James Associates, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.

 

2A Securities Based Line of Credit may not be suitable for all clients. Borrowing on securities-based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client's securities without contacting them. The interest rates charged are determined by the market value of pledged assets and the net value of the client's Capital Access account.

Borrowing on margin and using securities as collateral may involve a high degree of risk and may not be appropriate for all investors. Market conditions can magnify any potential for loss. If the market turns against the investor, he or she may be required to deposit additional securities and/or cash into the account. The securities in the account may be sold to meet the margin call, and the firm can sell investors' securities without contacting them.

3Services offered through Raymond James Bank, N.A. an affiliate of Raymond James Financial Services, Inc.

 

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