A Succession Success Story

The best succession strategy goes beyond numbers.


When Ed began preparing for retirement, he expected his daughter, Carla, to become his successor. After years of anticipating the transition, Carla accepted a role elsewhere, causing Ed to rethink his succession plan and his decision to retire. Then he met Joe, a respected advisor who’d been in the financial services field since 2000. Their meeting helped Ed realize that what he needed to peacefully retire was the assurance his clients would be in good hands.

Click below to learn how Raymond James helps advisors retire on their own terms knowing clients are well taken care of for the long term.

succession story pdf