Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors


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We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: You.


Since our founding in 1962, Raymond James has focused on financial planning to help individuals reach their goals. We believe that when it comes to your money, there is no substitute for a carefully considered, disciplined investment approach that addresses your unique financial picture.

That’s why our first priority is to establish an open and trusting rapport in an effort to discover what you need – and want – your money to do for you and your family. From there, we develop a tailored financial plan designed to help you get where you want to go. In short, our specialty is providing financial service that begins and ends with you.


Raymond James is a publicly traded, global company with distinct business units that serve clients around the world. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. More than sixty years after our founding, we’ve remained true to the core values that made our growth possible – long-term planning, independence, integrity and client-first service.


    • Founded in 1962; public since 1983
    • Approximately $1.37 trillion in client assets
    • RJF shareholders’ equity of $10.7 billion
    • More than two times required regulatory capital
    • 144 quarters of consecutive profitability*
    • Approximately 8,700 financial advisors
    • Equity research coverage of more than 1,100 companies

*Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.

As of: 12/31/2023