Raymond James Financial is expanding its advisor succession and capital solutions capabilities by bringing together resources focused on succession planning, acquisitions and strategic capital.
The initiative is designed to help financial advisors grow their practices, build equity, fund acquisitions and establish long-term succession plans for clients, employees and local communities.
Raymond James is aligning leadership across several previously complementary functions to create a more integrated offering for advisors throughout the lifecycle of their practices.
The platform will support advisors ranging from those seeking capital to expand through acquisitions to established practice owners preparing to transfer ownership to the next generation of advisors.
Effective October 1, 2026, Emma Boston, Senior Vice President of Succession & Capital, will report to Patrick O’Connor, Chief Operating Officer of Raymond James’ Private Client Group.
Rob Goff, Vice President of Succession & Acquisition Consulting, will in turn report to Boston.
The organizational structure combines succession consulting, acquisition planning and capital solutions under a more coordinated leadership model.
Raymond James said the changes are intended to provide advisors with a more seamless experience and a broader set of strategic options as they make decisions about growth, ownership and succession.
Succession planning has become an increasingly important issue throughout the wealth management industry as experienced advisors approach retirement and independent practices grow into more valuable businesses.
A succession transaction can involve substantially more than identifying a buyer. Advisors may need to structure financing, evaluate internal versus external successors, preserve client relationships, retain employees and determine how ownership equity will transfer.
Raymond James’ expanded approach is intended to address those issues across a single platform.
The firm can also use capital solutions to support advisors interested in buying other practices rather than solely preparing to sell their own businesses.
By combining acquisition planning with succession and financing capabilities, Raymond James is positioning the offering around both sides of advisor M&A: helping one practice transition ownership while enabling another advisor or team to finance expansion.
The strategy also reinforces the role of advisor equity within Raymond James’ broader Private Client Group.
Practices that create institutionalized operations, transferable client relationships and clear succession structures can potentially preserve more value when founders eventually step away from day-to-day management.
Raymond James said the enhanced platform is designed to help advisors accelerate growth, fund acquisitions, develop next-generation leadership and execute succession plans while preserving the long-term value of the businesses they have built.
The initiative comes as Raymond James continues to scale a financial services platform spanning wealth management, capital markets, asset management and banking.
The company reported approximately $1.93 trillion in total client assets.
