Your unique life, planned.

When it comes to your vision of the future, you deserve a partner who sees every side of you and has the resources to serve any need. A Raymond James financial advisor gets to know you, what shapes your life and what inspires your goals, then draws on powerful resources and teams of specialists to help you build a plan just as unique. That’s Life Well Planned.

A winning second act

Meet two retired executives who are turning a passion for rescuing racing dogs into a full-time mission.

The art of preservation

See how a beloved grandmother’s ancient artistry inspired a lawyer’s present-day philanthropy.

Striking a chord for community

Watch as a business owner revives a community landmark – and riffs on a family tradition.

Why a Raymond James advisor?

Working with a Raymond James advisor means having a true financial partner. And through that partner, access to everything one of the country’s leading wealth management firms has to offer.

A personal relationship

There is no substitute for working with an advisor as well-versed in wealth strategies and investment vehicles as they are in you. That relationship translates to deeper insights, stronger plans and a shared investment in your success.

Sophisticated strategies

Your advisor can tap into the full breadth of Raymond James’ resources to help pursue your goals – from leveraging award-winning investment research to collaborating with key teams like Investment Banking and Private Wealth Services.

Tailored advice

Any recommendation your advisor makes is influenced only by their knowledge – of financial instruments and of you. They are free to offer unbiased advice and create a plan and portfolio fine-tuned to your goals.

Sophisticated resources

for a complex world

Raymond James has the tools to help you plan for virtually anything and the agility to apply that strength based on your unique goals. Learn more

Commentary & Insights

Setting expectations and redefining roles can ease a leadership transition.
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Business Ownership
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
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Retirement & Longevity
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
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Retirement & Longevity

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

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Business Ownership
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
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Family & Lifestyle

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

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Retirement & Longevity
Streamline planning for the future by getting organized.
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Family & Lifestyle
Learn about a few simple things you can do to protect your personal information while you travel.
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Technology & Innovation
Determine which strategies will help you reach your retirement goals.
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Retirement & Longevity
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
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Retirement & Longevity
How to harness the power of your online footprint to engage current and prospective customers.
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Business Ownership

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

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Family & Lifestyle
If we do what’s right for our clients, the firm will do well, and we’ll all benefit.
Tom James
CEO (1970 – 2010)
Chairman Emeritus (2017 – 2024)
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