Investment Advice | Raymond James Financial Services
410 8th Avenue W.
Palmetto, FL 34221
(941) 795-1222
7204 US Highway 301 N.
Ellenton, FL 34222
(941) 795-1222
2811 Manatee Ave W.
Bradenton, FL 34205
(941) 795-1222
15 South Palm Ave
Sarasota, FL 34236
(941) 795-1222
1307 South Tamiami Trl
Osprey, FL 34229
(941) 795-1222
Investment Advice

Asset Management

Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Asset Management Services — Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

Eagle Asset Management — Eagle Asset Management provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers.

Eagle Boston Investment Management — Eagle Boston Investment Management - specializes in small-capitalization investment management and currently manages in excess of $700 million for institutions and high-net-worth individuals. Organized in April 1992, Eagle Boston is a wholly owned subsidiary of Eagle Asset Management.

Freedom Account — The Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that's right for you; from capital protection to asset growth.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.   |   finra.org   |   sipc.org

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

  • Not deposits
  • Not insured by FDIC or any other governmental agency
  • Not guaranteed by the financial institution (or name of financial institution)
  • Subject to risk, may lose value

First America Bank is independent of Raymond James.