Institutional Services

Innovative strategies for business leaders

No matter where your organization is in the business life cycle, our experts are ready to move it forward.

We offer innovative and sophisticated solutions for a wide spectrum of institutions, from private businesses to public corporations, from state governments to local municipalities. Your Raymond James advisor has access to industry experts across a broad platform of capabilities, including investment banking, capital markets and public finance.

We realize every organization has a unique mission, so we take the time to understand you and your goals.

Ultimately, the success of your business determines the success of ours.

Corporate & Executive Services

Business consulting with a personal approach

The experienced professionals in our Corporate & Executive Services department have the resources and expertise to help your growing business design a strategy to achieve its goals. Our consulting approach is personal and distinct to your needs. Your Raymond James advisor has access to a team of experts who can navigate the best practices for corporate executives, such as utilizing 10b5-1 plans, executing block trades or establishing a share repurchase program.

Corporate & Executive Services

Achieving Your Business Objectives

Expert guidance for every business need

Whether you’re the owner of a business or a decision-maker for a public-service agency, we offer a full array of services to help you meet your next goal. Your Raymond James advisor can offer you access to industry experts in investment banking, capital markets and public finance.


Commentary & Insights

Corporate News  |  August 4, 2025

Key person insurance protects your business from a difficult loss

It is a fact known to many business owners that a key part of their success walks out of the door at the end of each workday.

Read about Key person insurance protects your business from a difficult loss
Business Ownership

Your business deserves an "estate plan"

Drafting a succession plan now can help your business stand the test of time.

Read about Your business deserves an "estate plan"
Business Ownership

The good business of saving for someone else's retirement

As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.

Read about The good business of saving for someone else's retirement

Find an Advisor

Connect with a Raymond James advisor or an office near you.