Our Dedicated Partner

Summit exists to enrich lives. Our clients are our highest priority, which is why we choose to align with Raymond James. Like Summit, Raymond James is committed to putting clients first. The firm provides industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.

While Raymond James affords Summit the resources and capabilities of the largest firms, it honors our emphasis on fostering close-knit relationships with those we serve built on trust and integrity. This culture of independence empowers us to collaborate with you in creating customized strategies tailored to your unique financial goals and challenges.

Raymond James shares our dedication to doing what’s right—for clients, associates, and communities alike. This commitment is reflected in the firm’s Corporate Responsibility Report, which highlights its efforts to build a more sustainable future through environmental, social, and governance (ESG) best practices.

We are proud to align with a firm whose founding principles—client first, conservatism, independence, and integrity—remain at the forefront of its mission. These values have guided Raymond James to become one of the largest independent financial services firms in the industry, with a proven track record of stability and growth.

To learn more:

• Raymond James At a Glance: A summary of our broker-dealer affiliate.
• Discovering Raymond James: An in-depth look at the firm.
• Security Practices: Learn how Raymond James helps us keep your personal information secure.