Raymond James is a financial services firm dedicated to one thing: Life Well Planned. We take pride in pragmatism and in our steadfast commitment to clients.
Joined December 2008
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Jun 12
Thinking about opening a 529 plan? They’re being used as a modern estate planning tool, not just for college savings. Learn more: go.rjf.com/4fsqKGY
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Jun 11
If you're looking for investment opportunities outside the public mainstream, you may find your answer in the private market. Read our private market primer: go.rjf.com/3RYxSRt
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Jun 9
Timing discussions around money while clearly communicating your financial values with heirs can be tricky.
Explore a range of insights to get the conversation started with your heirs: go.rjf.com/4ucXVBW
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Jun 8
Raymond James has named Seth Ford to guide the evolution of technology architecture across the firm’s platforms as senior vice president, chief architect. With more than 30 years of experience, Seth will lead initiatives to advance modern platform design, including AI and advanced analytics. Press release: go.rjf.com/43lmYIc
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Jun 5
Retirement can create space to pursue interests that are both fulfilling and impactful. Learn how serving as a docent can provide purpose and a deeper appreciation for lifelong learning: go.rjf.com/4tZR26Q
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Jun 4
Social Security survivor benefits should be part of your retirement income plan. Here are six things you should know: go.rjf.com/4eagp16
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Jun 3
How laying out what’s yours and mine could lead to a stronger marriage – and estate plan: go.rjf.com/43wA994
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Jun 2
Managing Social Security payments for someone who cannot represent themselves involves more than standard estate planning documents.
Discover the unique designation required by the Social Security Administration: go.rjf.com/3PSIock
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Jun 1
Gratitude, practiced daily, can help support a healthier, more balanced life. Learn how it supports both mind and body: go.rjf.com/4nQekuo
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May 29
May saw continued challenges from inflation amid geopolitical unrest and disruptions to energy supply. But progress in the Middle East and strong earnings from the tech sector pushed the S&P 500 to milestone highs. Check out our monthly market recap for more: go.rjf.com/4a2Dz77
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May 29
Running a small business often means wearing many hats. Discover how small, thoughtful changes can help you stay focused and keep your team moving forward: go.rjf.com/3PRRzK8
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May 28
It's never too late to start your own business. Why you should consider entrepreneurship in retirement: go.rjf.com/4nCzWKS
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May 26
A stronger-than-expected earnings season is a key driver in an upgraded year-end S&P 500 target. Read more from Raymond James Chief Investment Officer Larry Adam about the role of tech earnings, resilient consumers and inflation expectations: go.rjf.com/4wWWiuW
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May 22
Different giving goals require different giving vehicles. Explore two charitable choices – the private foundation and the donor advised fund – and how each could suit your philanthropy strategy: go.rjf.com/3Pp91We
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May 21
Strong tech earnings and a resilient economy are driving an upgraded S&P 500 year-end target. Raymond James Chief Investment Officer Larry Adam explains key factors behind the revised target.
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May 20
Raymond James Financial (NYSE: RJF) reports April 2026 operating data. Press release: go.rjf.com/43he26q
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May 20
What a great day at the ballpark!
In partnership with the Tampa Bay Rays, we presented a pregame check in support of our community partners in Ready for School, our signature giving program designed to help students prepare for brighter futures.
Plus, Raymond James CEO Paul Shoukry got things started with the first pitch.
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May 19
What happens to your business when you’re ready for your next chapter?
Succession planning helps bring clarity to the road ahead. Explore how thoughtful planning can support your business over the long term:
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May 18
From stability to innovation, generational perspectives continue to shape markets.
Explore how these differing approaches are influencing today’s trends, and tomorrow’s financial landscape: go.rjf.com/3RpDtQq
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