Make a seamless transition with experienced support.
Every advisor deserves a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is creating a tailored plan to ensure you make a successful move.
Our Transitions group supports advisors from the first day of affiliation – overseeing everything from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
Our transition consultant became an extension of our practice and that worked out well. We’re very thankful that we had that access.
David Patton
Financial Advisor
Managing Director, Patton Wealth Management
Your dedicated transition team
Transition consultant
Your dedicated liaison to the home office, coordinating timely, responsive assistance from each business area essential to making your transition a success.
Technology consultant
Your tech touchstone and conduit to the Raymond James Information Technology team, making your transition to our systems as effortless as possible.
News and Recent Joins
Raymond James welcomes Utah financial advisor team managing nearly $200 million in assets
May 29, 2025
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Private Client Group
Raymond James welcomes $205 million financial advisor team in Pennsylvania and Florida
May 28, 2025
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Private Client Group
Raymond James welcomes Washington financial advisor managing $100 million in assets
May 27, 2025
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Private Client Group
Raymond James Financial Institutions Division to welcome new $2.7 billion program with Trustmark
May 22, 2025
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Private Client Group
Raymond James welcomes Utah financial advisor managing nearly $185 million in assets
May 20, 2025
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Private Client Group
Raymond James welcomes experienced Pennsylvania advisor pair managing over $165 million
May 15, 2025
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Private Client Group
Raymond James welcomes Connecticut financial advisor managing approximately $150 million
May 13, 2025
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Private Client Group
Raymond James welcomes $190 million financial advisor in Claremont, New Hampshire
May 08, 2025
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Private Client Group
Raymond James welcomes $285 million advisor duo in Conway, Arkansas
May 06, 2025
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Private Client Group
Raymond James introduces equity financing for advisors to achieve their business goals through a trusted partner
May 05, 2025
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Private Client Group