Summit exists to enrich the lives of its clients. We put the needs of our clients first. And we chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom strategies to your short- and long-term financial challenges.
Raymond James focuses on doing what’s right for its clients, associates and communities. And as you’ll find in the firm’s Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.
We’re honored to align with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
This video features Jodi Perry, President, Independent Contractors Division, Raymond James, and Nathan Bennett, Partner, Summit Financial Group, LLC, Financial Advisor, RJFS, who provide a brief overview of Raymond James and discuss what this change means for Summit and you.
The following resources will help you understand what we already know: Raymond James offers a robust collection of tools and insights that will enhance the Summit client experience.