Case studies

Learn more about Raymond James from the wealth managers who work with us

Employee Affiliation

Raymond James, Monument

Gary Fawcett

Raymond James, Monument

Gary Fawcett is a branch principal at Raymond James, Monument. As a chartered wealth manager, Gary has 23 years’ experience in looking after clients and… More information

Independent Contracting

Raymond James, Hanover Square

David Stevens

Raymond James, Hanover Square

David Stevens is a branch principal and senior investment manager of the Hanover Square branch. After spending most of the last 30 years working in… More information

Raymond James, Hitchin

Susie Bewell and Faye Silver

Raymond James, Hitchin

Raymond James is open platform, allowing us to facilitate the investments suitable for our clients, which is a big plus. . . More information

Raymond James, Thorpe Park Leeds

Rupert Forrest

Raymond James, Thorpe Park Leeds

Raymond James has continued to support the growth of my branch. The Relationship Management team provide a consistent point of contact and a first port… More information

Raymond James, Ribble Valley

Wayne Hayhurst

Raymond James, Ribble Valley

Raymond James provide me with a high level of support while I run my branch. . . More information