Morgan Stanley Smith Barney

Raymond James Financial Services, based in Purchase, NY, is a global firm specializing in providing trusted financial advice and tailored strategies for individuals and institutions. Their comprehensive services include wealth management, investment solutions, financial planning, estate and charitable giving, banking, lending, insurance, and institutional and private wealth services. With a strong focus on people and their financial well-being, Raymond James is committed to corporate responsibility and sustainability through partnerships with organizations like Junior Achievement of Tampa Bay. The firm values its associates and fosters a supportive and inclusive work environment, emphasizing a culture of collaboration and dedication to responsible and sustainable practices. Generated from the website

Stifel Nicolaus & Company Incorporated, headquartered in West Harrison, NY, is recognized as the leading wealth management firm for employee advisor satisfaction, as awarded by J.D. Power in 2024. The firm is dedicated to supporting financial advisors with a seamless transition process, comprehensive resources, and a technology platform designed to enhance client relationships and operational efficiency. With a focus on growth, Stifel provides a wide array of services including investment products, wealth planning, and alternative investments, all backed by nationally recognized research. The firm prides itself on fostering an entrepreneurial spirit among its advisors, ensuring they have the tools and support necessary to thrive in a competitive market. Generated from the website

Morgan Stanley Wealth Management in Purchase, NY is a financial services firm that provides investment advisory services and wealth management solutions to individuals and institutions. With a focus on helping clients achieve their financial goals, the firm offers a range of services including financial planning, investment management, and retirement planning. Generated from their business information