Independence in action

At Raymond James, we give advisors the freedom to run their businesses their way – along with full access to the powerful resources and dedicated support you’d expect from a leading financial firm.

But don’t just take our word for it. Hear from advisors like you about what it’s really like having the support of Raymond James. You’ll get an inside look at everything from our transition process to how our specialized resources help independent advisors reach new heights.

Latest case study


A strategic redeployment

An interview with Tiago Lima on how their business needed to move in order to serve their clients as they saw fit.

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Past case studies

Growth and rebirth

An interview with the executives at Oley Kinser Wealth on how the right partner can make a business unstoppable.

It all starts with people

An interview with the executives at Resolute Private Wealth on how the ideal practice is empowered to serve clients without barriers.

A team effort and an instinct to help

An interview with Matt Anderson on how a strong foundation paves the way to an even stronger future.

Driven by the culture

An interview with Gay Ann Monninger on how a fresh start with the right firm can unlock limitless potential.

Recognizing the right opportunities for change

An interview with Steve Burch on how putting the client first can yield notable results.

The courage to carve a new path

An interview with Russell Riggan, AAMS®.

A matter of time

Advisor Sandy Adams and her approach to long-term planning

A transformational partnership

Advisor Mabry “Trip” Phillips on collaborating with the Raymond James Succession & Acquisition Planning team.

Get in touch

If you’re ready to have a confidential conversation today, call 866.903.6333 to speak with one of our consultants in your area.

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