Role at Raymond James Financial
Florida financial planner who founded Raymond & Associates in 1962, pioneering the concept that financial planning should be tailored to client needs.
Raymond James Financial
Founders
Bob James · Founded 1962 · HQ today: St. Petersburg, Florida, USA
Raymond James was founded by Bob James in 1962. It is now led by Paul C. Reilly.
Bob James envisioned a firm dedicated to serving the financial well-being of families and small businesses. In 1970, his son Tom James took the helm, steering Raymond James for four decades with legendary financial discipline, guiding the company through market crashes without a single unprofitable quarter in firm history.
Florida financial planner who founded Raymond & Associates in 1962, pioneering the concept that financial planning should be tailored to client needs.
Paul C. Reilly
Executive Leadership
Paul Shoukry
Strategic Direction
Raymond James Financial was founded in 1962 by an entrepreneurial team committed to innovating Financial Services & Wealth Management Brokerage.
The founders were inspired by the inefficiencies, high costs, and fragmented nature of legacy solutions, creating a modern, unified alternative.
Raymond James Financial was originally established in St. Petersburg, United States.
The founding team established the cultural and technical DNA that continues to guide Raymond James Financial's current executive strategy and product roadmap.
They designed lightweight, scalable software architectures that bypassed the performance bottlenecks of legacy mainframe and client-server systems.
Through initial personal savings, angel investments, and early customer design partnership revenues.
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