Helping executives manage their financial success

As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.

How we work with Corporate Executives

We serve as your personal manager for all your financial affairs, partnering with all your other strategic advisors.

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Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances.

We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy. Our experience extends to all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.

Our services include:

  • Executive transactions
  • ESOPs
  • Cashless stock option exercises
  • Rule 144 Executions
  • 10b5-1 sales plans
  • Hedging and monetization for concentrated equity positions
  • Banking & Lending Solutions
  • Insurance & annuities
  • Tax planning
  • Estate planning
  • Charitable giving
  • Risk management

Banking and Lending Solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. Raymond James & Associates, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Insurance and Annuities offered through Raymond James Insurance Group. Raymond James & Associates is affiliated with Raymond James Insurance Group and Raymond James Trust. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.