Visit Raymond James


For those clients or prospective clients with over 1 million in investable assets for which we provide investment management services, we offer a “By Invitation Only” visit to the home office of Raymond James in St. Petersburg Florida.  This type of trip is unique in our industry as it would be almost impossible to meet the Chief Market Strategist, A fixed income manager with billions under management or even the President of the firm at other broker dealers.  However, Raymond James regularly makes their top talent available to their advisors and clients when duty calls.  Raymond James’ specialists are available for support as well. At the visitor’s request, there is even the offer of an art tour of the Southeast’s largest private art collection there on the RJ Campus.  If you meet the asset requirements and you have specialized planning needs, want to meet a particular management team member or would just like to visit the broker dealer that is custodian to your funds, we encourage you to take us up on the offer.

To learn more click here.