Raymond James
Raymond James offers a comprehensive range of financial services including wealth management, investment banking, and public finance services.
Wealth Management Services
Raymond James offers comprehensive wealth management services tailored to meet diverse financial needs. These services include financial and retirement planning, helping clients prepare for their future financial needs. They also provide estate and charitable giving services, allowing clients to plan for asset distribution and philanthropic endeavors. In addition, trust services are available to manage and safeguard clients' assets.
Investment Banking and Capital Markets Services
Raymond James provides a robust suite of investment banking and capital markets services. These services encompass mergers and acquisitions, equity and debt capital markets, and private capital advisory. Their investment banking team assists clients in executing strategic transactions, raising capital, and navigating complex financial landscapes across various industries.
Raymond James Bank Services
Raymond James operates Raymond James Bank, offering a range of banking and lending services. These services are designed to meet the diverse needs of their clients, including personal and business banking solutions. The bank facilitates various lending options to support the financial goals of individuals and businesses.
Equity Research
Raymond James is engaged in equity research, covering nine highly focused industries across the market cap spectrum. Their dedicated research team provides insights and analysis, aiding clients in making informed investment decisions. This research is integrated into their broader financial services, supporting clients with actionable data and market perspectives.
Investment Solutions
Raymond James offers a range of investment solutions to cater to diverse client needs. These solutions include mutual funds, closed-end funds, unit investment trusts, and convertible securities. These investment options provide clients with opportunities to diversify their portfolios and achieve their financial objectives through various asset classes.