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Corporate Executives

Helping executives manage their financial success

 

As an executive, time is your greatest commodity. Between the demands of being an executive and the complex nature of your personal finances, you have little time to spare. You know your personal portfolio deserves the same level of consideration and high-level thought that you put into your career. It’s only natural to want to ensure your assets are in order and working as hard as you do.

 

As your partner, our goal is to apply that same level of consideration to your portfolio and advise you confidently along the most direct path to your financial objectives. By creating an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances, we can provide strategies and sound financial guidance to help you pursue your goals and objectives.

Services offered

Strategies that support your objectives

Executive transactions

 

 

Employee Stock Ownership Plans

 

 

Cashless Stock Option Exercises

 

 

Rule 144 Executions

 

 

10b5-1 Sales Plans

 

 

Hedging and Monetization for Concentrated Equity Positions

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Planning designed for you and your future

Insurance and annuities

 

 

Tax planning

 

 

Estate planning

 

 

Charitable giving

 

 

Risk management

 

 

Banking solutions

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Raymond James and its advisors do not offer tax or legal advice.  You should discuss any tax or legal matters with the appropriate professional.  Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Discover more for your wealth journey

Build your dynamic business plan with our financial advisors

    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

    Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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