Raymond James Financial

About Raymond James Financial

Raymond James is a global financial services firm focused on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Their mission is to help clients achieve success by doing what's right for them, offering personalized wealth management and strategic capital market solutions for corporations and institutions.

Products & Services

Wealth Management:Personalized financial planning and advisory services to help clients prepare for major life milestones, including growing and preserving wealth, retirement planning, estate management, and business growth.

Investment Solutions:Includes asset management services, fixed income products (e.g., municipal bonds, taxable bonds), mutual funds, closed-end funds, unit investment trusts, convertible securities, options, and restricted securities.

Financial & Retirement Planning:Services such as Individual Retirement Accounts (IRAs), 401(k) plans, retirement planning calculators, and college planning.

Estate, Charitable Giving & Trust Services:Trust services through Raymond James Trust, including solutions for estate planning and charitable giving.

Banking & Lending Services:Offered through Raymond James Bank, includes cash management, margin accounts, and credit card services.

Insurance Solutions:Life insurance, long-term care protection, variable annuities, and services through Raymond James Insurance Group.

Investment Banking:Services for corporations and institutions, including mergers & acquisitions, capital markets, and private capital advisory.

Public Finance:Specialized financial services for public entities in areas like airports, healthcare, education, housing, and utilities.

Global Equities & Investment Banking:Equity research, sales & trading, and corporate access for institutional clients.

Fixed Income Capital Markets:Institutional sales, trading, and research strategies for fixed income products.

Specialties

Wealth Management Investment Banking Public Finance Fixed Income Solutions Equity Research Retirement Planning Estate and Trust Services Insurance Solutions Banking and Lending Services

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 1500000000 MR: - FA: 1.5 billion FAN: 1500000000	D: 2025-09-09 FD: 2025-09-09	4 investors

Debt Latest

2025-09-09

$1.5B

4 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

G

Greg Bruce

Team Member

S

Scott D Steele

S

Shaun Rose

R

Ryan Killilea

V

Vanessa Williams

E

Eric Harter

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