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      1. Institutional Services

        Innovative strategies for business leaders

        No matter where your organization is in the business life cycle, our experts are ready to move it forward.

        We offer innovative and sophisticated solutions for a wide spectrum of institutions, from private businesses to public corporations, from state governments to local municipalities. Your Raymond James advisor has access to industry experts across a broad platform of capabilities, including investment banking, capital markets and public finance.

        We realize every organization has a unique mission, so we take the time to understand you and your goals.

        Ultimately, the success of your business determines the success of ours.

        Corporate & Executive Services

        Business consulting with a personal approach

        The experienced professionals in our Corporate & Executive Services department have the resources and expertise to help your growing business design a strategy to achieve its goals. Our consulting approach is personal and distinct to your needs. Your Raymond James advisor has access to a team of experts who can navigate the best practices for corporate executives, such as utilizing 10b5-1 plans, executing block trades or establishing a share repurchase program.

        Corporate & Executive Services

        Achieving Your Business Objectives

        Expert guidance for every business need

        Whether you’re the owner of a business or a decision-maker for a public-service agency, we offer a full array of services to help you meet your next goal. Your Raymond James advisor can offer you access to industry experts in investment banking, capital markets and public finance.


        Commentary & Insights

        Family & Life Events  |  August 1, 2019

        Secured a big promotion? Revisit your financial plan

        A higher salary is reason to celebrate – and to take another look at your financial plan.

        Read Article about Secured a big promotion? Revisit your financial plan
        Business Ownership  |  August 12, 2019

        5 ways to keep that entrepreneurial spark alive

        Hint: the world is your classroom.

        Read Article about 5 ways to keep that entrepreneurial spark alive
        Markets & Investing  |  August 14, 2019

        Volatility resources

        When markets react, maintain a long-term perspective.

        Learn More about Volatility resources

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