Raymond James Ltd. provides wealth management, investment banking and capital markets services, delivering personalized, relationship-driven financial advice from offices worldwide.
Raymond James Ltd. is part of one of America's largest independent financial services firms, offering wealth management, investment banking and capital markets capabilities. The firm was founded by Bob James in a small St. Petersburg apartment in 1962 and is now headquartered in Tampa, Florida, with offices worldwide. Its stated approach is personalized and relationship-driven rather than transactional, and it operates under the tagline Life Well Planned.
The firm's activities fall into three areas. Wealth Management provides financial planning and wealth strategies built around a client's complete financial picture and life goals, including retirement planning and business transition guidance. Investment Banking advises corporations on strategic capital decisions and complex transactions. Capital Markets pairs the resources of a global firm with a more personal delivery model.
Internally, the firm describes a culture built on collaboration, integrity and a commitment to excellence. Knowledge-sharing and mentorship are described as commonplace, with ongoing development opportunities for staff and an emphasis on supporting colleagues' growth. The firm also cites a commitment to giving back to the communities in which it operates.
