Wealth Management Services for Depositories Quality service. Extraordinary expertise.

Backed by the strength of Raymond James for more than 30 years, the Financial Institutions Division (FID) partners with banks and credit unions to provide sophisticated solutions designed to meet a diverse range of objectives for investment programs.

Financial Institutions Division of Raymond James

Our Institution-Centric Model

Benefits for your advisors

Advisors in a bank or credit union are in a distinct position, the Raymond James Financial Institutions Division fully recognizes that. Advisors benefit from:
  • Opportunities for wealth management business growth
  • Full access to the entire Raymond James product platform
  • The support, reach and scale of a leading firm
  • Practice management and consulting support to streamline investment programs

Benefits for your institution

The Raymond James Financial Institutions Division has a long history of supporting institutions with a full complement of securities brokerage and investment advisory services of a respected firm. Your institution benefits from:
  • The capabilities, investment options and expansive resources clients expect
  • An entire business unit dedicated to serving financial institutions like yours
  • Integrated technology to keep your investment program productive and connected
  • Sophisticated product lines and support to attract top talent to your program

Support that delivers

Within the larger Raymond James ecosystem, FID is committed to being the best partner possible to the banks and credit unions we serve – and we invest in our platform, resources and support structure accordingly.

Get the latest from Executive Insights

This quarterly publication serves as a comprehensive resource for program managers, bank executives and financial advisors to find updates, insights and interviews from within the Financial Institutions Division at Raymond James.

NEW JOINS

ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Edward “Ed” Vollbrecht to Atlantic Union Financial Consultants (AUFC), part ...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James announced today that Addition Financial Credit Union (AFCU) has selected its Financial Institutions Division (FID) to support the credit union’s investment ...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisors Marsha Clark, Kevin Clifford, Nick Hennessy and Ed Kerley, CFP®, CLU, ChFC, to Firs...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James announced today that Bank Midwest has selected its Financial Institutions Division (FID) to support the bank’s investment program, Midwest Wealth Management...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisors Thomas Vitaletti and Tommy Vitaletti to Towne Wealth Management (TWM), located at Towne...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James announced today that the First National Bank of Sparta (FNBS) has selected its Financial Institutions Division (FID) to support the bank’s investment progra...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) announced today that Texas Community Bank (TCB) has selected the firm’s platform to enhance its financial planning and...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Jason Buford to First Investments & Planning, located at FNBO (First National Bank o...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Kostas Luecker, CRPS®, to 1880 Advisors, a newly established wealth management progr...
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Private Client Group
Multi-state consumer bank cites Raymond James’ commitment to client-first service and high-net-worth growth strategy ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID)...
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Private Client Group
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed Darren Wright, CFA®, MBA, as a Corporate RIA-affiliated financial advisor to First Mid Wealth Strategi...
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Private Client Group
Financial institutions working with Raymond James now able to leverage the firm’s Corporate RIA affiliation ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently w...
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Private Client Group

FIDBits

In this podcast series, leaders from the Financial Institutions Division engage in insightful discussions with special guests from partnering programs about the resources and support available. Access the latest episodes today.

Connect with your state’s dedicated consultant

Jon DeMayo
Jon DeMayo

VP, Business Development

727.567.6241
 
Jon DeMayo View Bio
Jason Goode
Jason Goode

Assistant Division Director – Financial Institutions

727.567.6262
 
Jason Goode View Bio

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