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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.
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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.
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Commentary & Insights

The dual benefits of non-cash donations

Infographic: Five habits of 401(k) millionaires

529s are more than a college savings tool

Choosing the right charitable giving vehicle for your goals

Launching a financial future

Making a nonfamily successor the head of the family business

Putting more life into the 10-year rule
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J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.
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