The Greatest Return is Realized
When We Invest in Others
With millions of dollars in assets under management, we know a little something about investing. However, we know there is no greater investment we can make, both personally and professionally, than when we give our time and financial support to the community in which we live and the causes that help enhance our lives and the lives of others.
Our Employee's Charitable Work
Raymond James is not affiliated with any of the charitable organizations mentioned.
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.
Achieving your short-term and long-term goals requires far more than just managing investments.
Working With Us
Barron’s recognition is based on quality of practice, philanthropic work, assets under management, revenue produced for the firm, and regulatory record. Compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Financial Times ranking is based on $150 million or more assets under management, asset growth, years of experience, industry certification, FINRA compliance record and online accessibility. Forbes' Top 200 Wealth Advisors' ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. This award is bestowed by an independent third party organization not affiliated with Raymond James.
Consolidated Planning Corporation is independent of Raymond James. 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.