Private wealth management – helping advisors support exceptional clients

From resources that support exceptional needs to specialist teams pursuing unique opportunities, our private wealth offering helps you bring the best of our firm to top clients. You can apply your unique investment and planning philosophy, backed by the institutional capabilities and the strength and stability of Raymond James. This is delivered your way to your high-net-worth and ultra-high-net-worth clients.

An advisor-centric approach

Our universe of resources and teams of experts were built around serving the people who serve exceptional clients.

A curated, evolving platform

Here, private wealth is about creative solutions, lasting partnerships, and innovative ideas that solve challenges and advance capabilities.

The power to compete

The goal is to make advisors capable of anything – even if that means creating new solutions and sourcing expertise.

Strategies that meet unique circumstances. Planning that spans generations. Expert teams supporting big ideas.

Our team offers considerable experience and customized collaboration across five critical wealth disciplines.

Investment management solutions

A wide range of investment options, including distinctive private market investments

Estate and charitable planning

A full suite of trust services including philanthropic and planned giving strategies

Lending and cash management

Private banking, liquidity solutions and a high level of service for significant purchases

Intergenerational wealth strategies

Strategies and support from longevity planning to family governance

Risk mitigation and management

Customized risk assessments, insurance solutions for unique situations and tools for preserving wealth

Private Wealth Advisor Program

Helping expand capabilities, refine skills and develop repeatable processes, the Raymond James Private Wealth Advisor Program is a powerful opportunity for qualified advisors who want to move into or master the high-net-worth space.

Program benefits

One-on-one coaching

In addition to a focused curriculum of traditional education modules and capstone projects, participants receive training from subject matter experts and engage with senior leaders they can call on as their clientele evolves.

Specialized credentials

The program culminates in participants earning the Private Wealth Advisor title and places them on an expedited path to the Certified Wealth Strategist® designation in partnership with Cannon Financial Institute.

Ongoing community

The program doesn’t end after the designation is achieved. Every Private Wealth Advisor has the support of their cohort and all program graduates via networking resources and invite-only events.

Private Wealth Resources

Guide your clients’ wealth to the next generation and beyond.
Read
Practice Insights
Ken Grider shares the potential advisors create for themselves and their high-net-worth clients when integrating investment banking into their practices.
Read
Private Wealth
Five important things to know about Revocable Living Trusts, especially if clients use them to help loved ones avoid the probate process.
Read
Private Wealth

News and Recent Joins

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Thomas “Tombo” Watts to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS. Watts, alo...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Brian Harmon and David Brown to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, Western division director for RJF...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jay B. Smith, AAMSTM, to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Gastonia, North Carolina, according to Courtland Williams, Mid Atlantic reg...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Paul Elliott to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS. Elliott is t...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Kenneth Buckner and Ryan Tankelewicz to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division direct...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Craig Carroll, CFP®, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJF...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Melinda Johnston to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Fort Worth, Texas, according to Edward Sudzina, Western Gulf regional director f...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed a financial advisor team of five to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Williamsville, New York, according to Kelly Anderson, Northeast regional director ...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Larry Stucki, CRPC™, Brandon Peebles, CRPC™, CPFA, and Jake Waddoups, CFP®, to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Idaho Falls, Idaho, ...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of four financial advisors to Raymond James & Associates (RJA) – the firm's employee advisor channel ­– in Las Vegas, Nevada, according to John Simmons, West Coast regional director for RJ...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Bryan Burkhart, AAMSTM, Gretchen Burkhart and Gabriele Burkhart to Raymond James Advisor Select within Raymond James & Associates (RJA) – the firm's employee advisor channel ­–...
See More
Private Client Group
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Taylor Thompson, CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS. At Thomps...
See More
Private Client Group

Ready to learn more?

Talk to a consultant

© 2024 Raymond James Financial, Inc. All rights reserved.


Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc.

Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc.

Raymond James & Associates Statement of Financial Condition - March 2024 (PDF)