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
Raymond James welcomes financial advisor with $125 million in Tampa, Florida
Raymond James welcomes experienced advisor managing $125 million in Santa Fe, New Mexico
Raymond James welcomes $170 million financial advisor duo in Indiana
Raymond James welcomes San Diego financial advisor managing $130 million in client assets
Raymond James welcomes South Florida financial advisor managing $105 million
Raymond James welcomes experienced California advisor managing $165 million
Raymond James welcomes $1.1 billion advisor group in Arizona
Raymond James Financial Institutions Division welcomes Pinnacle Financial Partners advisor managing $243 million
Raymond James welcomes central Florida financial advisor managing over $750 million
Raymond James welcomes Pennsylvania financial advisor managing $265 million
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