Prior to joining Raymond James in 2016, Mr. Santelli was Senior Vice President and Deputy General Counsel of First Republic Bank. Prior to joining First Republic, Mr. Santelli worked at Bank of America from 2009 to 2013, where he served as General Counsel for private wealth management (including U.S. Trust and Merrill Lynch Private Banking & Investments) and preferred and commercial banking. Mr. Santelli began his internal career at Merrill Lynch & Co. in 2000, where he led the strategic M&A and private equity advisory group and advised the firm on its sale to Bank of America in 2008. Mr. Santelli began his legal career as a partner at Clifford Chance LLP (f/k/a Rogers & Wells LLP) in New York, where he was a member of the firm`s mergers and acquisitions, private equity and securities law practice. They need a trustworthy practice. We have over 25 years of experience and the enormous resources of Raymond James Financial Services, Inc. Cash flow can be unpredictable.
Our consultants` process can help establish smooth and automated cash flows. A succession plan for practice. We can help you build a professional team of consultants to quantify goals, uncover needs and maximize market value while reducing taxes. Jonathan Santelli is Executive Vice President and General Counsel of Raymond James Financial, Inc. (NYSE: RJF) and a member of the Company`s Executive Committee. Mr. Santelli is responsible for overseeing the Company`s legal and compliance functions. Raymond James and his advisors do not provide tax or legal advice. You should discuss any tax or legal issues with the appropriate professional. To report a complaint or feedback: Your satisfaction is important to us.
If we do not meet your expectations or if you have had difficulty resolving a problem, please let us know so that we can respond to your concerns as quickly as possible. Call toll-free 833-462-0720. While our business has changed significantly, our philosophy hasn`t. We remain an independent firm dedicated to putting the needs of clients first and treating our financial advisors as our clients. In today`s environment, many consultants see this as an important difference from other companies. In addition, their customers see things the same way. That`s why so many consultants continue to choose Raymond James as their partner to serve them. We combine an understanding of unique planning and the personal needs lawyers face to develop specific strategies to meet those needs. They have little time to devote to financial matters.
We provide a comprehensive plan and design an individual communication plan that fits your schedule. Robert A. James set out to create a different kind of financial services company. Instead of “selling” specific investments, he realized that the key to long-term success was financial planning – understanding each individual`s personal needs and dreams for the future, and then coming up with targeted solutions. He also believed that an independent approach – one that gave financial advisors the freedom to advise impartially without being pressured on the company`s sales quotas or underlying programs – was crucial to achieving his goal. Today, James` pioneering philosophy is key to our company`s prosperity and reputation as an industry leader. This is what drives us to constantly improve our practices, our skills. Ultimately, our services. Raymond James & Associates Portfolio Management was one of the first firms to offer global fee accounts to its clients, as well as one of the first to offer prospective research on open-ended mutual funds. Raymond James Financial, Inc. 880 Carillon Parkway St.
Petersburg, FL 33716 727-567-1000 Call toll free at 800-248-8863 Click here for map and directions. Email addresses are provided for your convenience. To ensure prompt responses, we cannot accept transaction instructions or other urgent information via email. Mr. Santelli received his J.D., magna laude, from St. John`s University School of Law in 1996 and his Bachelor of Arts in Economics and Accounting from Holy Cross College in 1993. Our culture of innovation has led to our tremendous growth over the years. From a single office in 1962, Raymond James has grown into one of the largest full-service investment firms in the country.