Your relationship with a Raymond James advisor begins with a meaningful conversation – about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will let you live the life you want.
Just like you, your strategy is unique. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you haven’t considered yet. Your advisor can provide a wide array of wealth management services, from investment strategies backed by award-winning research to estate plan reviews that ensure your wishes are carried out exactly as you intend. In implementing your strategy, your advisor will work in collaboration with other professionals, such as lawyers and accountants, to ensure the approach is holistic – and all aspects are working together. Through our Client Account Online Access, you will have secure online access to up-to-date account information; knowing your accounts and information are protected by cybersecurity technology that exceeds the industry standard.
The relationship with your advisor will grow deeper as you monitor the progress of your investments and review your strategy. Life events might require adjustments. Whatever the need, whatever phase of life you are in, your advisor will see you through.
Learn more about working with a Raymond James or 3Macs Division advisor.
|First Meeting Checklist (PDF)||What Are You Planning For?|
|Advice, Products, and Services||About Raymond James|
|About Our 3Macs Division|
A resolution to the trade spat between the US and China is seen by many as the panacea for the current market rut. We’re not so sure.Learn More
Here’s something you may have not known: Koalas are very picky about their habitat and only live in areas with fertile soil and tons of Eucalyptus trees.Learn More
As we look forward, we believe many of the headwinds we’ve discussed since downgrading equities to neutral last November and recommending a more defensive sector positioning remain in place.Learn More
At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.