Skip to content

Account Login
Search
Find Advisor

Wealth Management
Corporations & Institutions
Commentary & Insights
Advisor Opportunities
About Us
Careers
Investor Relations
News & Media
Contact Us

Home
Wealth Management
Find an Advisor

Connect with a Raymond James advisor or an office near you.

Enter City, ST or ZIP Code

Enter Last Name
- Wealth Management
- What Are You Planning For?
  - What Are You Planning For?
  - What Are You Planning For?
  - Growing My Wealth
  - Preserving My Wealth
  - Planning for Retirement
    
    Planning for Retirement
    
    Planning for Retirement
    
    Longevity Planning Resources
  - Providing for Family
  - Managing My Estate
  - Growing My Business
- Advice, Products & Services
  - Advice, Products & Services
  - Advice, Products & Services
  - Investment Solutions
    
    Investment Solutions
    
    Investment Solutions
    
    Asset Management Services
    
    Fixed Income
    
    Research Areas
    
    Mutual Funds
    
    Closed-End Funds
    
    Unit Investment Trusts
    
    Convertible Securities
    
    Options
    
    Restricted Securities
  - Working with a Raymond James Advisor
  - Financial & Retirement Planning
    
    Financial & Retirement Planning
    
    Financial & Retirement Planning
    
    Individual Retirement Accounts (IRAs)
    
    IRA Annual Disclosure
    
    Retirement Planning Calculator
    
    Owners-Only 401(k)
    
    Retirement Plan Advisory Council
    
    Qualified Retirement Plans
    
    Simplified Employee Pension Plans
    
    College Planning
  - Estate, Charitable Giving & Trust Services
    
    Estate, Charitable Giving & Trust Services
    
    Estate, Charitable Giving & Trust Services
    
    Raymond James Trust
    
    Raymond James Trust Company of New Hampshire
  - Banking & Lending Services
    
    Banking & Lending Services
    
    Banking & Lending Services
    
    Raymond James Bank
    
    Cash Management
    
    Margin
  - Insurance Solutions
    
    Insurance Solutions
    
    Insurance Solutions
    
    Selecting the Right Life Insurance
    
    Long-Term Care Protection
    
    Variable Annuities and Your Retirement
    
    Raymond James Insurance Group
  - Institutional Services
  - Private Wealth Services
- Why a Raymond James Advisor
- Life Well Planned
Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
Explore Wealth Management
Corporations & Institutions
Raymond James Accolades

The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.
Grow With Us
- Corporations & Institutions
- Investment Banking
  - Investment Banking
  - Investment Banking
  - Capabilities & Coverage Areas
    
    Capabilities & Coverage Areas
    
    Capabilities & Coverage Areas
    
    European Investment Banking
    
    Mergers & Acquisitions
    
    Equity Capital Markets & Syndicate
    
    Debt Capital Markets
    
    Private Capital Advisory
    
    Private Credit
    
    Capital Structure Advisory
    
    Financial Sponsors
    
    Asia Coverage
    
    Professional Partners
  - Industries of Focus
    
    Industries of Focus
    
    Industries of Focus
    
    Consumer & Retail
    
    Convenience Store & Fuel Products Distribution
    
    Diversified Industrials
    
    Energy
    
    Financial Services
    
    Healthcare
    
    Real Estate
    
    Sustainability & Renewable Energy
    
    Technology & Services
  - Transaction History
  - Leadership Team
  - Industry Insight
  - Subscription Center
- Public Finance
  - Public Finance
  - Public Finance
  - Specialty Areas
    
    Specialty Areas
    
    Specialty Areas
    
    Airports
    
    Bond Proceeds Investment Strategies
    
    Catastrophe Insurance Advisory
    
    Charter Schools
    
    Healthcare
    
    Higher Education
    
    Housing
    
    K-12 Schools
    
    State & Local Government
    
    Student Housing
    
    USDA Financing
    
    Utilities
  - Capabilities
    
    Capabilities
    
    Capabilities
    
    Underwriting
    
    Financial Products
  - Locations
    
    Locations
    
    Locations
    
    Arkansas
    
    Florida
    
    Georgia
    
    Hawaii
    
    Arkansas
    
    Kansas
    
    Missouri
    
    Mid-Atlantic
    
    Mississippi
    
    Tennessee Test
  - Industry Insight
    
    Industry Insight
    
    Industry Insight
    
    Industry Insight Sign-Up
    
    Public Finance Market Watch
  - News
- Global Equities & Investment Banking
  - Global Equities & Investment Banking
  - Global Equities & Investment Banking
  - Career Opportunities
    
    Career Opportunities
    
    Career Opportunities
    
    Investment Banking Careers
    
    Equity Research Careers
  - Investment Banking
  - Equity Capital Markets
  - Equity Research
    
    Equity Research
    
    Equity Research
    
    Equity Research Team
    
    Featured Research
    
    Disclosures and Definitions
  - Sales & Trading
  - Corporate & Executive Services
  - Corporate Access
  - Conferences & Events
- Fixed Income Capital Markets
  - Fixed Income Capital Markets
  - Fixed Income Capital Markets
  - Institutional Sales
  - Trading
  - Research & Strategies
    
    Research & Strategies
    
    Research & Strategies
    
    Reportfolio®
    
    Speakers Bureau
    
    Asset/Liability Management
  - RIA Partnership Group
- Depository Institution Services
  - Depository Institution Services
  - Depository Institution Services
  - Fixed Income Capital Markets
  - Investment Banking
  - Equity Sales, Trading & Syndicate
  - Equity Research
  - Wealth Management & Trust
  - Affordable Housing Investments
  - Raymond James Bank
- Additional Institutional Services
  - Additional Institutional Services
  - Additional Institutional Services
  - Raymond James Investment Management
  - Executive Compensation Services
  - Institutional Fiduciary Solutions
    
    Institutional Fiduciary Solutions
    
    Institutional Fiduciary Solutions
    
    Quarterly Strategy Snapshot
  - Raymond James Bank
  - Structured Finance Group
  - Tax Credit and Impact Investments
  - Wealth Management Services for Depositories
Corporations & Institutions

Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.
View Management Team
Commentary & Insights
Commentary and Insights

Thoughtful, timely investing and planning insights from the leading professionals at Raymond James.
Commentary and Insights
- Commentary & Insights
- Economy & Policy
- Markets & Investing
- Retirement & Longevity
- Estate & Giving
- Family & Lifestyle
- Technology & Innovation
- Tax Planning
- Business Ownership
Advisor Opportunities
Contact an AdvisorChoice® Consultant

Have a confidential conversation with our recruiters about what your business would look like as an advisor at Raymond James.
Talk to a consultant
Advisor Opportunities

Our advisors are viewed as clients of the firm, which means we provide world-class resources and support to help run their business on their terms.
Explore Advisor Opportunities
More...
About Raymond James

No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.
Learn More
- More...
- About Us
  - About Us
  - About Us
  - Corporate Responsibility
  - Values, Mission & Pledge
  - Company History
  - Leadership Team
  - Giving Back
  - All Together
  - Subsidiaries
  - Art Collection
  - Our Stories
  - Raymond James Stadium®
  - By the Numbers
  - Tom James
- Careers
- Investor Relations
  - Investor Relations
  - Investor Relations
  - Financial Information
  - News and Events
  - Shareholder Information
  - Corporate Governance
  - Contact Information
- News & Media
  - News & Media
  - News & Media
  - Press Releases
  - Media Kit
  - TV & Radio Capabilities
  - Investment & Economic Experts
- Contact Us
Careers at Raymond James

Our associates are more than the heart and soul of our firm – they’re the key to its continued success.
Take Your Next Step

Account Login
Client Access

Discover the ease and convenience of having online access to your Raymond James accounts.
Contact Us / FAQ
Privacy / Security
Client Resources

Broad Scope, Deep Coverage

Raymond James’ equity research is a cornerstone of the organization. Our research analysts cover companies in nine highly focused industries across the market cap spectrum.

eFolio®

The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.

Commission Management

Combining all aspects of trading into one centralized commission account. Get instant Commission Management balance updates and secure access to trade and payment information as well as paperless payment processing with a fully documented and auditable trail.

Client Login

Questions?
Call us:
24 x 7 global phone support

Email us:
support@intralinks.com

Username

Password

Enroll In Client Access

Remember Login ID

Forgot Username or Password? | Login Help

Login Login Login Login
- Client Access
  - Client Access
  - Username
    
    Password
    Enroll In Client Access
    
    Remember Login ID
    
    Forgot Username or Password?
    
    Login Help
    
    Client Access
    
    Discover the ease and convenience of having online access to your Raymond James accounts.
    
    Contact Us / FAQ
    Privacy / Security Client Resources
- Equity Research
  - Equity Research
  - Login
    
    Broad Scope, Deep Coverage
    
    Raymond James’ equity research is a cornerstone of the organization. Our research analysts cover companies in nine highly focused industries across the market cap spectrum.
- Efolio
  - Efolio
  - Login
    
    eFolio®
    
    The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.
- Commission Management
  - Commission Management
  - Login
    
    Commission Management
    
    Combining all aspects of trading into one centralized commission account. Get instant Commission Management balance updates and secure access to trade and payment information as well as paperless payment processing with a fully documented and auditable trail.
- Tax Credit Funds
  - Tax Credit Funds
  - Login
    
    Client Login
    
    Questions?
    Call us:
    24 x 7 global phone support
    
    Email us:
    support@intralinks.com
Search

Enter Search Terms
Find Advisor
Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
Explore Wealth Management

Enter City, ST or ZIP Code

Enter Last Name
- Enter City, ST or ZIP Code
  
  Enter Last Name

Bio Search Page

Susan N. Story

Lead Director, Raymond James Financial,
Retired, Former Director, President & CEO,
American Water Works Company, Inc.

About Us
Careers
Investor Relations
News & Media
Contact Us

Legal Disclosures
Privacy, Security & Account Protection
Manage Cookie Preferences
Terms of Use
Equal Opportunity Employer

© 2025 Raymond James Financial, Inc. All rights reserved.

Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc.

Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc.

Raymond James & Associates Statement of Financial Condition - September 2024 (PDF)

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.

Manage Preferences