Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.
At Raymond James we are
We’re in the business of helping people achieve their dreams, support their families, and improve their communities. And that’s true for our clients, wealth managers and associates too.
Our culture is rooted in the values that were part of the foundation of the firm and have continued for more than six decades. They are both characteristics that define Raymond James as a company and the shared attitudes of the people who make up our firm.
Complacency is the enemy of long-term success. As our business changes, as technology changes how we communicate, as people and their expectations change, we’re committed to evolving our services, innovating our approach and growing our business while staying true to who we are.
Our business is people and their financial wellbeing.
We’re committed to helping individuals, corporations and institutions achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.
Our culture is the foundation of our success and what differentiates us from the competition. It’s how we provide solutions and services to our clients and to each other.
Our values are more than the characteristics that define Raymond James as a company, and they’re more than the shared attitudes of the people who make up the firm. They’re our pledge and our promise to clients, to wealth managers and to each other.
If we do what’s right for our clients, the firm will do well and we’ll all benefit.
We put others above self, and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.
We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, wealth managers, associates and shareholders.
We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation.
of our clients were satisfied or very satisfied with the service they receive from their Raymond James wealth manager.
Respondents from our 2024 client opinion survey
Respondents from our 2024 client opinion survey
At Raymond James, corporate responsibility is one way we live out our mission and values, as well as fulfil our vision to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.
At Raymond James, our continued success depends on a diverse array of talented people, working together to achieve common goals, in an environment that fosters innovation, integrity and independent thinking.
Concerns related to unethical behaviour or violations of the law by Raymond James, employees of Raymond James, or anyone acting on behalf of Raymond James, can be securely reported to the company by using the AlertLine, a confidential reporting hotline that is managed by an impartial third-party vendor. Reports may be made anonymously and will be kept confidential.
We believe that what separates Raymond James from our peers is the quality of service we provide. We call it Service 1st – an approach that engenders pride, team spirit, competitive drive, inspiration, concern for clients and fellow employees, empathy for those who need our help and enthusiasm.
Service 1st also means a commitment to serve with integrity. Only by providing exceptional support can we be sure to earn the continued loyalty and trust of the wealth managers who work with us.
Service 1st is a key part of our culture at Raymond James in the UK. As we all know, the wealth management industry is a highly competitive space, and what has historically helped distinguish Raymond James from its peers is not our asset size, but the outstanding service that we provide to our clients.
We know that our values hinge on one thing – our clients.
Every person has the power to make a difference, whether you’re contributing to a major project, helping resolve a query, or simply taking the time to listen to a wealth manager’s concerns.
Little things mean a lot, and no matter what job you perform, everything you do has the potential to make a genuine difference.
