Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Your dedicated transition team
Transition consultant
Technology consultant
News and Recent Joins
Raymond James advances advisor Succession and Capital solutions
Raymond James welcomes financial advisor managing approximately $550 million in Houston, Texas
Raymond James welcomes Ohio advisor managing approximately $300 million in client assets
Raymond James welcomes new $645 million wealth program with Independent Bank
Raymond James welcomes experienced advisor team managing over $550 million in Texas
Raymond James welcomes experienced financial advisor managing over $160 million in Washington
Raymond James welcomes financial advisor managing $240 million in New Jersey
Raymond James welcomes New York advisor managing over $400 million in assets
Raymond James welcomes Georgia advisor managing $199 million in assets
Raymond James welcomes Illinois advisor duo managing over $200 million in assets
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