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Raymond James Investments

At Raymond James, our business is you and your financial well-being.

We’re dedicated to the interests of our clients, offering them the profes­sional guidance they need to help meet their financial goals and safeguard their future and the future of their family. In short, when you become our client, your needs – and the plans we design based on your objectives – drive everything we do.

For 50 years, our commitment to providing clients with outstanding service and knowledgeable advice has been a guiding tenet, right from the first day we opened our doors in 1962. So has the principle of conservative management. This principle is evident in the way Raymond James financial advisors manage clients’ portfolios and the way we manage our firm’s business. Everything we do is intended to support the quality of care experienced by each and every Raymond James client.

We’re also committed to a culture of independence to enable financial advisors to provide their clients with objective, informed recommendations and individualized, thoughtful service.

We’ve combined that culture of independence with an environment of in-depth support, offering our advisors the resources and insight to keep their focus where it belongs: on their clients. From leading-edge technology to award-winning equity research, and from superior back-office support to continuing education, we’re committed to providing advisors with strategies, expertise and tools they need to help their clients achieve their goals.

We offer total solutions in the areas of financial services and investment banking:

  • Retirement
  • Legacy and Estate
  • Cash Management and Lending
  • Small Business
  • Institutional

For more information, please contact Jim Coltrin at jim.coltrin@raymondjames.com or Kathy Lehman at kathy.lehman@raymondjames.com.