About
Raymond James
Since 1962, Raymond James has been committed to a client-first approach - one that prioritizes personalized planning, long-term relationships, and trusted advice. The firm was founded by Bob James, who believed financial professionals could do more than sell stocks. They could help build stronger, more confident futures.
That same commitment is evident in the firm’s Corporate Responsibility Report, which highlights efforts to build a more sustainable future through environmental, social, and governance (ESG) best practices. From community impact to long-term stewardship, Raymond James shares our belief that financial guidance should be grounded in responsibility, transparency, and care.
Today, Raymond James serves millions of individuals, families, and businesses through a network of independent advisors across the country. It is a practice known for strength, stability, and an unwavering commitment to doing what is right for each client.
As an independent practice backed by Raymond James, Lanai Wealth Partners offers the personal attention of a boutique practice, supported by the resources and expertise of a global financial institution.
Regulatory and Legal Disclosures
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. A response to a request for information may be delayed for this reason. Not all investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their own jurisdictions, which are not addressed on this site. For information and availability, contact your local Raymond James office.
Links are provided for informational purposes only. Raymond James is not affiliated with, and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any third-party website or the collection and use of information by those sites.