A Best Financial Advisor for Dentist 4 years in a Row! -

Who is Raymond James?

In choosing to do business with our team, you are also doing business with Raymond James.

CLIENT FIRST

Raymond James takes care of our clients and their financial well-being. Simply put, your needs come first – and always will.

CONSERVATISM

Raymond James take a long-term approach. They believe disciplined decision-making helps maintain their standing as a strong, stable firm for our clients.

INDEPENDENCE

Raymond James’ unique culture of independence gives advisors the freedom to do what’s best for each client and their specific financial goals.

INTEGRITY

Raymond James is forthright in their approach and work to earn – and keep – your trust. Integrity is a core element of who they are.

The Raymond James Advantage

  • Raymond James Values

    In choosing to do business with our team, you are also doing business with Raymond James. The decision to hire a professional financial team should take into account the quality and professionalism of the firm that stands behind them. It is important that you understand how our team’s relationship with Raymond James benefits you by providing us the tools and resources to execute our mission to serve clients to the best of our abilities.

    While the markets change, our long-standing core values remain the same. Raymond James is, and always will be, a client-focused firm that values conservatism, independence and integrity.

  • Paul Reilly

    Raymond James CEO™

    “If we take care of our clients and their financial well-being, they will take care of us and we’ll prosper.”

    Raymond James Vision

    Raymond James CEO Paul Reilly firmly believes that our values-based culture is the heart of the firm’s vision to be the premier alternative to Wall Street. Although Raymond James has the capabilities of even the largest firms, we maintain a close-knit, family feel. Living the core values of conservatism, independence and integrity helps the firm grow in a way that offers our clients more options and, ultimately, serves you better. It’s just good business.

    • Total client assets under administration over $643 billion*
    • More than 3 million client accounts
    • Approximately 7,200 financial advisors
    • Over 2,900 locations (United States, Canada and abroad)
    • *Data as of 3/31/2017

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