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
                     
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                  Jeanna Bryan
                  Jeanna Bryan
                  Director, Head Trader
                  St. Petersburg
                     
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                  Rachel Jallick
                  Rachel Jallick
                  Vice President, Senior Client Manager
                  St. Petersburg
                     
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                  Omar De La Rosa
                  Omar De La Rosa
                  Associate
                  St. Petersburg
                     
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                  Nicole Castillo
                  Nicole Castillo
                  Client Service Associate
                  St. Petersburg
                     
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                  Brandon Moore
                  Brandon Moore
                  Analyst
                  St. Petersburg
                     
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                  Corporate and Executive Services Advisory Team

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

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                  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
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