OUR SHARED VALUES
CLIENT-FIRST, CONSERVATISM, INDEPENDENCE, INTEGRITY
WE ARE ONE FIRM.
The foundation of the firm’s core values and commitment to service was company founder
Bob James’ belief that the best way to ensure the long-term success of Raymond James
was to focus primarily and passionately on meeting clients’ needs.This belief evolved into
a firm-wide dedication to upholding a standard of service that strengthens our culture
and supports our brand promise. Today, we continue Bob’s legacy by living the values and
upholding our mission through the service we provide to our clients and to each other.
OUR VALUES
CLIENT-FIRST
• Applying up-to-date professional expertise and
business knowledge
• Proactively anticipating client needs and impact
to the business
• Being prompt, accessible, responsive and
collaborative
• Fostering a team environment
CONSERVATISM
• Making sound decisions by considering all
options and implications
• Communicating the impact of short- and
long-term risks and benefits
• Providing consistent, thoughtful support
INDEPENDENCE
• Feeling empowered to make decisions and
take action
• Advocating innovative ideas and solutions
INTEGRITY
• Demonstrating openness and honesty by
remaining objective, respectful and professional
• Acting in the best interests of others
• Offering and receiving developmental feedback
with an open mind
• Conducting oneself according to the principles
of confidentiality