ABOUT RAYMOND JAMES
Raymond James is a diversified financial services company founded in Florida, USA, in 1962. In 1964 Edward Raymond’s Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed.
Raymond James Investment Services, a wholly owned subsidiary of Raymond James Financial, Inc. (RJF), commenced operation in the UK in 2001 and supports 100+ independent practices, with over 50,000 client accounts, representing total client assets of £17.43 billion.
As a independent practice of Raymond James Investment Services, our business is to serve individual investors by examining all aspects of their financial needs while providing sound investment guidance.
As a testament to the company’s financial stability, long term vision and conservative approach, RJF has delivered 145 consecutive quarters of profitability, and were named as a member of Fortune 500 in March 2017; in March 2017 Raymond James joined the S&P 500..
OUR CORE VALUES
CLIENT FIRST
CONSERVATISM
INDEPENDENCE
INTEGRITY
FINANCIALS & ACCOLADES AT RAYMOND JAMES
- 8,700+ wealth managers
- Over 3,100 locations (US, Canada and UK)
- More than 3 million client accounts
- $1.45tn in total client assets
- Market Cap of $26.8bn
Raymond James Financial stats as of 31 March 2024
RAYMOND JAMES UK BY THE NUMBERS
- 300+ wealth managers
- 100+ wealth management practices supported
- More than 50,000+ client accounts
- £17.43bn in total client assets
Raymond James Investment Services stats as of 31 March 2024.
KEY STRENGTHS AT RAYMOND JAMES
Clients – Our eclectic client base drives us to provide innovative investment solutions. We consider our clients as part of our family.
Integrity – This is a key fundamental of our team and central to all decisions. Investing with integrity.
Longevity – The team excels in building long-lasting relationships spanning generations. As a result our client-base has remained loyal and stable throughout market cycles.
Experience & Expertise – We have circa 50 years combined investment experience, advising clients through bull and bear markets. The team provides seamless execution, combined with outstanding advice and trading expertise.
Performance – We aim to achieve solid, long-term performance and thrive in challenging times.
OUR TEAM
Liz Kunzler
Chartered FCSI
Liz has worked in Private Wealth Management since 1993 and has over 22 years experience. Following a B.A. Joint Honours degree in French and Spanish with Economics at Bristol, Liz began her banking career at Morgan Stanley. Whilst mainly based in Private Wealth Management, she also enjoyed a few years on the Fixed Income trading floor. She advises high-net-worth private clients from a wide range of sectors. Within the team she is responsible for business development and business management. Liz is FCA registered, formerly Series 3 and Series 7 registered and also holds the PCIAM CISI Level 6 Certificate. She is a French and Spanish speaker and enjoys scuba diving, photography and travelling. She lives in London with her husband and two children.
Simon Burton
Chartered FCSI
Simon is a Branch Principal at Raymond James where he has responsibility for managing discretionary portfolios of private clients. He joined Raymond James in 2014 after previously having worked as a Client Advisor at 7IM looking after clients of IFAs and Financial Planners. Previous to that he was an Investment Advisor at Merrill Lynch, where he advised both domestic and international private clients. Simon began his career at Barclays Wealth as a relationship manager before joining Barclays Private Bank on their discretionary team. Simon is a Chartered Fellow of the Chartered Institute for Securities and Investments and has a BA in International Business Management from The University of Newcastle-upon-Tyne.
RAYMOND JAMES ACCOLADES
EQUITY RESEARCH – Raymond James Analysts received 15 awards in the 2015 StarMine Analysts Awards
Raymond James ranked among the most admired securities companies in the world by Fortune magazine.