Raymond James Financial Services - James Spelich

About Us

Our values
We put clients first.
If we do what's right for our clients, the firm will do well and we'll all benefit.

We act with integrity.
We put others above self, and what's right above what's easy. We believe doing well and doing good aren't mutually exclusive.

We value independence.
We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation.

We think long term.
We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, advisors, associates and shareholders.

Our Mission
Our business is people and their financial well-being.
We are committed to helping individuals, corporations and municipalities achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.

Our Pledge
We, the associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.