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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

      Let's clear up 10 misconceptions about HSAs

      When it comes to the versatile health savings account, misunderstandings abound.

      Read Article about Let's clear up 10 misconceptions about HSAs
      Estate & Giving

      7 common beneficiary choices you should probably rethink

      From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.

      Listen about 7 common beneficiary choices you should probably rethink
      Markets & Investing

      Volatility resources

      When markets react, maintain a long-term perspective.

      Learn More about Volatility resources

      Find an Advisor

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