Our Vision & Values

Our Mission

Our business is people and their financial well-being.

We are 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 is how we provide solutions and services to our clients and to each other.

Our Vision

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.

Our Values

They are more than the characteristics that define Raymond James as a company or even the shared attitudes of the people who make up the firm.

They are our pledge and our promise to clients, to wealth managers and to each other.

Client First Animation

We put clients first

If we do what’s right for our clients, the firm will do well and we’ll all benefit.

Integrity Animation

We act with integrity

We put others above self, and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.

Long Term Animation

We think long term

We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, wealth managers, associates and shareholders.

Independence Animation

We value independence

We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation.

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