Wealth Management Services for Depositories

            Quality service. Extraordinary expertise.

            For more than 30 years, Raymond James has offered exceptional support and robust resources to help financial institutions reach new heights. Bolstered by the strength and stability of a leading financial services firm, the Financial Institutions Division partners with depository institutions to provide sophisticated advice and solutions designed to meet a diverse range of objectives for investment programs.

            Partnering With the Financial Institutions Division

            Sophisticated support to reach new heights

            Raymond James offers financial institutions an exceptional range of high-end products, best-in-class technology and sophisticated support aimed at growing investment programs and enhancing services that go beyond brokerage.

            • Raymond James is a full-service provider with a storied history of building strong relationships with like-minded partners in need of planning resources to help them become the most-respected depository institutions and investment programs in their community.

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            • Drawing on decades of experience, our approach, combined with the products, resources and support of a full-service brokerage provider, enables our partners to compete head-on with wirehouses and other investment providers.

              Learn More About Our Process
            • At Raymond James, resources and support are built into the advisor-centric, client-first culture of our firm. Our support associates care about the people they serve, and we help bank advisors build and strengthen their own client-advisor relationships. We work to grow advisory programs into transactional planning- and relationship-based programs, and assist with professional development, relationship management, life planning, advisor recruiting and client experience.

              Marketing Technology Wealth Management Professional Development Transition Support Testimonials

              Learn More About Our Support for Financial Advisors

            Hear directly from banks and credit unions like you who partner with the Financial Institutions Division

            Request Information

            Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.

            Experience the Financial Institutions Division

            Meet Our Team

            Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.

            Testimonials

            Hear executives and program managers describe the difference that a partnership with Raymond James has made for their financial institution.

            Recent News

            June 2019

            Top News

            Six Raymond James-Affiliated Program Managers Named Top In The Nation

            Read More about Top News
            March 2019

            Welcoming our latest additions

            Raymond James Financial Institutions Division welcomes $638 million credit union program in Arizona.

            Read More about Welcoming our latest additions

            Thought Leadership

            We regularly provide thought leadership, sharing best practices and information with our client institutions to help them grow their businesses.

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