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Investment Banking

The financial advisors at Raymond James recognize that planning is an ongoing process. That’s why we take the time to outline the correct balance and placement of investments, so individuals and families can enjoy the lifestyle they have always wanted.

From legacy planning to retirement assistance, we offer customizable investment banking solutions for individuals and families at any stage of their long-term financial planning:

  • Alternative investments
  • Cash and cash alternatives
  • Equities and related securities
  • Fixed income
  • Insurance and annuities
  • Managed accounts
  • Mutual funds

We invite you to contact Jim Coltrin at jim.coltrin@raymondjames.com or Kathy Lehman at kathy.lehman@raymondjames.com for more information on the investment products available to you through Raymond James. Come discover life well planned!