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.

Your roadmap to a successful transition. Explore the process and the support you can expect at each step.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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