Corporate & Executive Services

Raymond James offers corporate clients and their owners and management teams integrated solutions to individual and/or corporate investment needs through our Corporate & Executive Services Group, which provides exclusive equity trading, wealth protection and financial planning services to Equity Capital Markets’ client relationships. Its services include:

• Executive Transactions – including ESOPs, cashless stock option exercises, restricted stock transactions, Rule 144 executions, 10b5-1 sales plans, and hedging and monetization strategies for concentrated equity positions,
• Corporate Solutions – including share repurchase programs, corporate cash management, 401(k) and other retirement programs, and executive benefit platforms,
• Personal Financial Solutions – including financial and estate planning, tax planning, risk management, portfolio design and management, alternative investments, lending, insurance, and other solutions tailored to the needs of corporate executives and business owners.

Learn more about our Corporate & Executive Services.