Analysts and Consultants

The Analysts and Consultants team at Raymond James Investment Services focuses on providing comprehensive market research, financial planning, risk assessment, and transitioning support to our network of independent practices. Comprising Senior Financial Planning Analysts, Business Analysts, Research Analysts, Cyber Threat Analysts, and Transitions Consultants, this team ensures tailored, data-driven strategies and seamless integration of services to help clients achieve their investment goals while safeguarding their financial interests.