Contact Information
Who We Are
Raymond James and Associates has offices throughout the metro Washington DC area.
Services include financial planning and investments (40l(k), IRS, estate planning), investment banking, asset management, banking, insurance, taxes and estate planning, durable powers of attorney, and trust services (which include revocable living trusts, credit shelter trusts, irrevocable trusts, generation skipping trusts, QTIP trusts, minor's trusts, charitable remainder trusts). Specializes in serving the needs of retired clients and clients nearing retirement. Works closely with client's other trusted advisors such as estate attorneys, CPAs, etc. so the entire picture of a client's financial situation is understood.
Fees are decided according to customer choice between an asset-based relationship (where advisor is compensated based on a percentage of asset under management) or a transaction-based relationship (traditional commission structure). Financial services are offered to individual investors, corporations and municipalities throughout the United States, Canada and overseas.
Other locations in Arlington, Springfield, Fairfax Vienna and McLean, Virginia.