Raymond James

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey.

Our advisors have a legacy of serving clients differently.

It’s a more personal approach that goes far beyond an investment portfolio. It’s an ongoing and open dialogue about all aspects of your life, your goals and your financial vision. And it’s developing a long-term relationship built on understanding and trust. Your advisor is there for you throughout the planning and investing process, giving you objective and unbiased advice along the way.

Who our advisors serve

Raymond James advisors serve clients with a variety of sophisticated financial planning needs. From families and individuals to business owners and institutions, your Raymond James advisor has the expertise and experience to provide guidance for a wide range of financial planning needs. They’ll take care of the big picture and the finer details with an approach that is as disciplined as it is strategic.

Working with an advisor

Your advisor is there to help you reach major milestones and all of the smaller ones in between. You’ll work together to build a customized plan just for you, taking into account all of your objectives, while weighing risk, prioritizing trade-offs and accounting for “what ifs.” And because your plan is a living document, your advisor will continually adapt it while utilizing the latest technology to identify potential unknowns and your changing needs, making adjustments that will help you reach your financial goals.

Visit Raymond James

5820 Patterson Avenue, Suite 100Richmond, VA 23226
T: 804.225.1100
https://www.raymondjames.com/richmond-branch/