Platform Services provide directly authorised firms commercial and strategic support. The Platform Services team are there to deliver satisfaction, support long-term partnerships between your organisation and Raymond James, your future goals, as well as keeping you informed of the enhancements and developments that we’re working on to help you serve your clients. Your Platform Relationship Manager works closely with the Practice Support team, delivering regular connection with your business.
The Practice Support team work closely with your Wealth Management Services or Platform Relationship Manager regularly connecting with your practice, supporting satisfaction and long-term relationships between your organisation and Raymond James. The Practice Support team are responsible for overseeing and implementing the transition process for all new branches of Raymond James and directly authorised firms, while offering flexibility and planning for your future goals.
We view ourselves as an extension of your team and take pride in providing you with excellent service. Our Service 1st approach is embraced throughout our firm and we’ll always treat you and your clients as our priority.
Email the Platform Services and Practice Support teams
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