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        Corporate & Executive Services

        Comprehensive Solutions. Integrated Execution.

        The Corporate & Executive Services team at Raymond James endeavors to provide industry leading services to our corporate clients. When you work with our team, you’ll find more than just executional expertise and deep knowledge of the institutional investor universe. You’ll discover a partner ready and able to support you at every stage of the business life cycle.

        Our team of advisors, traders and operational professionals matches executional precision with exceptional service, and marries thoughtful advice and analysis with a thorough understanding of our clients’ needs. And everything we have to offer – from support to a complete range of execution capabilities – is backed by the strength and stability of Raymond James and our Equity Capital Markets division.

        Full-Service Capabilities

        The Raymond James Corporate & Executive Services team provides a comprehensive range of execution and advisory services spanning our clients’ business life cycle. Regardless of where you are in your evolution, we are confident there is a place for Raymond James to help.

        Click on the services below for a more in-depth description.

        Corporate & Executive Services team

        Jeff Fordham
        Jeff Fordham
        Managing Director, Head of Corporate & Executive Services
        St. Petersburg
           
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        Jeanna Bryan
        Jeanna Bryan
        Director, Head Trader
        St. Petersburg
           
        Read Bio
        Omar De La Rosa
        Omar De La Rosa
        Associate
        St. Petersburg
           
        Read Bio
        Nicole Castillo
        Nicole Castillo
        Client Service Associate
        St. Petersburg
           
        Read Bio
        Brandon Moore
        Brandon Moore
        Analyst
        St. Petersburg
           
        Read Bio

        Executive Compensation Services Team

        Rachel Jallick
        Rachel Jallick
        Director, Executive Compensation Services
        Global Wealth Solutions
           
        Read Bio
        Alex Ducharme
        Analyst, Client Specialist
        Global Wealth Solutions
           
        Read Bio
        Lauren Ahern
        Lauren Ahern, CPWA®
        Senior Manager, Private Wealth
         
        Read Bio
        Adam Nibert, CFP®
        Private Wealth Consultant
        Wealth Planning, Global Wealth Solutions
         
        Read Bio

        Corporate and Executive Services Advisory Team

        Ron Antipa
        Managing Director
        San Francisco
           
        Read Bio
        Sam Aspinwall
        Sam Aspinwall, CFP®, CPWA®
        Managing Director, Investments
        St. Petersburg
           
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        David Brennan
        Managing Director, Branch Manager
        New York
           
        Read Bio
        Bio-no-photo
        Dan Horgan, WMS
        Managing Director
           
        Terry Fant, CFP
        Vice President, Investments
           
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        Timothy Davis
        Timothy Davis, CFP®
        Managing Director, Wealth Manager Partner
        Boston
           
        Read Bio
        Jason Goldstein
        Jason Goldstein
        Managing Director, Investments
        Washington, D.C.
           
        Read Bio
        Bio-no-photo
        Stephanie Kelly
        Senior Vice President, Wealth Management
        New York
           
        Read Bio
        Mark McHugh, AIF®
        Managing Director, Senior Institutional Investment Consultant
        Boston
           
        Read Bio
        Scott Warnock
        Scott Warnock, CFA®
        Senior Vice President, Investments
        St. Petersburg
           
        Read Bio

        CFP??|?Certified Financial Planner? |?CFP
        CFP Board owns the CFP? marks in the United States,?which it awards to individuals who successfully complete initial and ongoing certification requirements.

        Executive Insights

        Capital Markets whitepaperUnderstanding a potential cash repatriation tax holiday
          

        Download White Paper( PDF)

        Capital Markets whitepaperUnderstanding best practices and how a share repurchase program can benefit your company

        Download White Paper( PDF)

        Capital Markets whitepaperDetermining if an 83(b) election
        is right for you
         

        Download White Paper (PDF)

        Capital Markets whitepaperUnderstanding compensatory
        stock options
         

        Download White Paper (PDF)

        Recent News

        Investment Banking  |  April 9, 2020

        Raymond James European Investment Banking appoints Alastair Rogers as managing director of Diversified Industrials

        Read More about Raymond James European Investment Banking appoints Alastair Rogers as managing director of Diversified Industrials
        Global Equities  |  October 23, 2019

        Raymond James adds multiple professionals to Financial Services Investment Banking practice

        Read More about Raymond James adds multiple professionals to Financial Services Investment Banking practice
        Investment Banking  |  December 17, 2019

        Raymond James expands Diversified Industrials Investment Banking practice

        Read More about Raymond James expands Diversified Industrials Investment Banking practice
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