Raymond James advances advisor Succession and Capital solutions

ST. PETERSBURG, Fla. – As part of strategic investments in supporting advisor equity solutions, Raymond James Financial (NYSE: RJF) announced today that it has enhanced its approach to advisor succession planning and capital solutions by bringing together complementary capabilities designed to help advisors grow, build equity in their businesses, access strategic capital and create lasting continuity for clients, teams and communities.

To support this enhanced offering, Raymond James is aligning leadership and resources focused on advisor succession, acquisition planning and capital solutions. The integrated offering strengthens Raymond James' ability to support advisors across the full lifecycle of their practices, from accelerating growth and funding acquisitions to preparing next-generation leadership, executing succession plans and preserving the value of their life's work.

Effective October 1, 2026, Emma Boston, senior vice president, Succession & Capital, will report to Patrick O'Connor, chief operating officer of the Private Client Group, while Rob Goff, vice president, Succession & Acquisition Consulting, will report to Boston. The enhanced structure aligns succession consulting, acquisition planning and capital solutions resources to provide a seamless experience and broader set of strategic options for advisors.

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.93 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.