Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Transition consultant
Technology consultant
News and Recent Joins
Raymond James welcomes Tennessee financial advisor managing $175 million
Raymond James welcomes $190 million financial advisor in Maryland
Raymond James welcomes $100 million advisor as part of new institutional program with First Bank Texas
Raymond James welcomes Utah financial advisor team managing nearly $200 million in assets
Raymond James welcomes $205 million financial advisor team in Pennsylvania and Florida
Raymond James welcomes Washington financial advisor managing $100 million in assets
Raymond James Financial Institutions Division to welcome new $2.7 billion program with Trustmark
Raymond James welcomes Utah financial advisor managing nearly $185 million in assets
Raymond James welcomes experienced Pennsylvania advisor pair managing over $165 million
Raymond James welcomes Connecticut financial advisor managing approximately $150 million
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
| Legal Disclosures | Privacy, Security & Account Protection | Terms of Use