Corporate & Executive Services

                    Comprehensive Solutions. Integrated Execution.

                    The Corporate & Executive Services team at Raymond James endeavors to provide industry leading services to our corporate clients. When you work with our team, you’ll find more than just executional expertise and deep knowledge of the institutional investor universe. You’ll discover a partner ready and able to support you at every stage of the business life cycle.

                    Our team of advisors, traders and operational professionals matches executional precision with exceptional service, and marries thoughtful advice and analysis with a thorough understanding of our clients’ needs. And everything we have to offer – from support to a complete range of execution capabilities – is backed by the strength and stability of Raymond James and our Equity Capital Markets division.

                    Full-Service Capabilities

                    The Raymond James Corporate & Executive Services team provides a comprehensive range of execution and advisory services spanning our clients’ business life cycle. Regardless of where you are in your evolution, we are confident there is a place for Raymond James to help.

                    Click on the services below for a more in-depth description.

                    Corporate & Executive Services team

                    Jeff Fordham
                    Jeff Fordham
                    Managing Director, Head of Corporate & Executive Services
                    St. Petersburg
                       
                    Read Bio
                    Jeanna Bryan
                    Jeanna Bryan
                    Director, Head Trader
                    St. Petersburg
                       
                    Read Bio
                    Rachel Jallick
                    Rachel Jallick
                    Vice President, Senior Client Manager
                    St. Petersburg
                       
                    Read Bio
                    Omar De La Rosa
                    Omar De La Rosa
                    Associate
                    St. Petersburg
                       
                    Read Bio
                    Nicole Castillo
                    Nicole Castillo
                    Client Service Associate
                    St. Petersburg
                       
                    Read Bio
                    Brandon Moore
                    Brandon Moore
                    Analyst
                    St. Petersburg
                       
                    Read Bio

                    Corporate and Executive Services Advisory Team

                    Ron Antipa
                    Managing Director
                    San Francisco
                       
                    Read Bio
                    Sam Aspinwall
                    Sam Aspinwall, CFP®, CPWA®
                    Managing Director, Investments
                    St. Petersburg
                       
                    Read Bio
                    David Brennan
                    Managing Director, Branch Manager
                    New York
                       
                    Read Bio
                    Timothy Davis
                    Timothy Davis, CFP®
                    Managing Director, Wealth Manager Partner
                    Boston
                       
                    Read Bio
                    Jason Goldstein
                    Jason Goldstein
                    Managing Director, Investments
                    Washington, D.C.
                       
                    Read Bio
                    Bio-no-photo
                    Stephanie Kelly
                    Senior Vice President, Wealth Management
                    New York
                       
                    Read Bio
                    Mark McHugh, AIF®
                    Managing Director, Senior Institutional Investment Consultant
                    Boston
                       
                    Read Bio
                    Scott Warnock
                    Scott Warnock, CFA®
                    Senior Vice President, Investments
                    St. Petersburg
                       
                    Read Bio

                    CFP??|?Certified Financial Planner? |?CFP
                    CFP Board owns the CFP? marks in the United States,?which it awards to individuals who successfully complete initial and ongoing certification requirements.

                    Executive Insights

                    Capital Markets whitepaperUnderstanding a potential cash repatriation tax holiday
                      

                    Download White Paper( PDF)

                    Capital Markets whitepaperUnderstanding best practices and how a share repurchase program can benefit your company

                    Download White Paper( PDF)

                    Capital Markets whitepaperDetermining if an 83(b) election
                    is right for you
                     

                    Download White Paper (PDF)

                    Capital Markets whitepaperUnderstanding compensatory
                    stock options
                     

                    Download White Paper (PDF)

                    Recent News

                    Global Equities  |  October 23, 2019

                    Raymond James adds multiple professionals to Financial Services Investment Banking practice

                    Read More about Raymond James adds multiple professionals to Financial Services Investment Banking practice
                    Investment Banking  |  December 17, 2019

                    Raymond James expands Diversified Industrials Investment Banking practice

                    Read More about Raymond James expands Diversified Industrials Investment Banking practice
                    Investment Banking  |  June 29, 2018

                    Raymond James Investment Banking wins five International Deal of the Year awards from The M&A Advisor

                    Continue Reading about Raymond James Investment Banking wins five International Deal of the Year awards from The M&A Advisor
                    久久爱www免费人成av