Lending & Cash Management

Strategic Liquidity Solutions for a Diversified Life

Through Raymond James Bank, we offer a range of customized credit solutions tailored to the complexities of significant wealth. Leveraging the Bank’s capabilities, we provide sophisticated banking and liquidity strategies designed to help you meet near-term requirements without disrupting your long-term investment objectives.

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Securities-Based Lending

Maintain your investment strategy while accessing liquidity through a flexible line of credit backed by eligible assets in your brokerage accounts.

Private Wealth Mortgages

Access a streamlined mortgage channel featuring jumbo and conforming loan programs designed for uniquely qualified clients.

Specialty & Structured Lending

Utilize tailored credit for diverse needs, including commercial real estate, aviation, and art and collectibles.

Cash Strategy & Management

Optimize large cash balances with institutional-class money market funds and customized options for short- and long-term liquidity.

Securities Based Line of Credit provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, member FDIC.

Banking and Lending solutions are offered through Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank, member FDIC, for your residential mortgage needs.

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Our engagements begin with a confidential consultation to align our resources with your family’s lifestyle and legacy goals.

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