Technology Tour

The emphasis on transformative technology and creating opportunities for advisors to develop personally and professionally is a sign of great things to come for the firm.

Linda Stirling, Financial Advisor

I chose Raymond James for its dedication to remaining client-focused, as well as its robust investment and technology platforms. The additional support gives me more freedom to serve my clients with highly customized, tailored investment strategies that help fit their needs.

Blaine Franklin, Branch Owner

My business is built on a passion for helping people from all walks of life identify, plan for and live out their dreams. Raymond James is the best partner for this endeavor through its commitment to technology which creates conveniences for the team and our clients.

Josh Colwell, Branch Owner

On the business side, my staff and I have gained the support and technology to operate seamlessly whenever one of us is not physically in the office.

Adrian John, Financial Advisor

The firm has a long history of putting clients first and is equipped with a breadth of resources – from sophisticated wealth planning expertise to forward-looking technology. As we look ahead, we’re certain this decision will allow our group to continue to evolve and thrive throughout this new chapter.

Simon Hamilton, Managing Director

On the technology front, I’ve already received positive feedback from clients on the firm’s Client Access portal, which is especially important to younger generations as wealth continues to transfer to them.

Mark Goldman, Branch Manager

The industry-leading technology at Raymond James supports our goals by streamlining communications and information to our clients while providing advanced financial planning tools for us on the back end.

Adam Fluckiger, Branch Owner