Meet Our Team
Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.
The Financial Institutions Division divides the country into three divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.
Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.
Key highlights
30+ years of average industry experience
$123 million in average assets under management per advisor
$715k average advisor production in client institutions
As of 04/30/2023
National Leadership
Business Development Team
Relationship Management Team
South Region
North Division
North Division
West Division
Request Information
Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.