When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

Today, that client-focused approach has extended to serve client accounts through approximately 8,700 financial advisors in the United States, Canada and overseas. With the acquisition of the boutique investment bank Financo in March, 2021, Raymond James established its dedicated Home Furnishings & Décor practice, led by industry expert Lee Helman.