Raymond James is a full-service financial firm built around personal relationships and helping clients, institutions and communities pursue their goals. Its services span wealth management, banking and capital markets, supported by financial advice, investment solutions and research. Individuals and families can work with advisors on growing or preserving wealth, retirement, estate and college planning, business-owner needs, insurance, charitable giving and trust services. Investment offerings and resources include asset management, mutual funds, exchange-traded and closed-end funds, fixed income, equities, alternatives and private markets.

The firm also provides banking and lending capabilities, including cash management, deposit programs, credit cards, margin and other financing services. For corporations, public entities and institutional clients, Raymond James offers investment banking, mergers and acquisitions advice, capital structure and debt advisory, private capital, public finance, equity and fixed income capital markets, research, sales and trading. Business and institutional solutions include retirement plans, depository services, executive stock plans, structured finance, affordable housing investments and tax credit and impact investments.