RAYMOND JAMES & ASSOCIATES, INC.

Alex. Brown & Sons was founded in 1800 as the nation’s first investment banking firm. Over the years, the company has been pivotal in financing the continent’s first railroad, helped launch IPOs for big-name companies such as Microsoft, Oracle and Sun Microsystems and brought AOL and Starbucks public. 

Today, Alex. Brown is a division of Raymond James and operates under the original Alex. Brown brand. Through its three broker/dealer subsidiaries, Raymond James Financial has more than 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $693 billion.

Building on a financial tradition that began in 1800; today Alex. Brown excels in the art of creating opportunity for successful high net worth and ultra-high net worth clients in 16 different major markets throughout the United States. Our diverse clientele includes high and ultra-high-net-worth individuals, family offices, executives and more. Alex. Brown combines industry expertise and strategic insight to craft bespoke answers to sophisticated and complex financial planning questions – and everything in between.

BANK OF AMERICA, N.A.

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