Raymond James – York Investment Partners

Specialties

Individual investments and the markets fluctuate over time and, as professionals, it is our job to enable you to make informed financial decisions using the full complement of resources at our disposal. So to help you manage and preserve the rewards of your success, we employ a process that draws on both our experience and conservative advisory approach, as well as the industry-​leading strength and support of Raymond James.

History

Established in 2013.

In 1962, Bob James set out to build a different kind of financial services firm — one that would focus on long-​term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.

A brief history

1962: Robert A. James Investments merges with Raymond & Associates to form Raymond James.

1983: Raymond James is listed on the New York Stock Exchange, symbol RJF.

2008: Raymond James is one of the few firms to remain stable and profitable through the economic downturn.

2012: Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-​service wealth management and investment banking firms not headquartered on Wall Street.

2013: Raymond James

Meet the Manager

Katy C.

Manager

Since 2001, Katy has been helping clients manage their investments through many market conditions — with some of them proving to be historically challenging. As a seasoned advisor, Katy enjoys sharing her knowledge with clients and applying her experience as she works with them in pursuit of their financial goals.

Katy began her career at Wells Fargo Advisors, formerly A. G. Edwards & Sons. Inc. She holds both securities and investment advisor licenses. In May of 2013, she became a Vice President at York Investment Partners and holds a general principal license.