Corporate Executives

Our Clients

Many of our clients have spent their careers in the corporate world and, because of it, need to address a number of complex financial matters, such as managing stock options or holding concentrated equity positions. Because of the time-consuming demands of their jobs and the complex nature of their personal financial circumstances, planning on their own can be challenging.

Our clients come to us seeking thoughtful solutions to their unique situations and to the often complicated process of transforming corporate benefits into personal wealth. We offer experienced guidance for many different executive transactions. We can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms, and retirement programs.

As your trusted partner, we will provide a comprehensive financial plan for your life and all it encompasses – helping to manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues.  These matters should be discussed with the appropriate professional.