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Success starts with a trusted relationship

Financial well-being isn’t just about having a plan, it’s about having the right plan for you or your organization. That means building a relationship with a dedicated advisor who works in your best interest.

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Welcome Former Republic Bank customers! For important information, including our Transition Guides and steps to access your accounts: Read More.

Broadx Financial Advisors

Unbiased advice. Personal attention.

Personal Investment Services

You have dreams and goals for your future. Our experienced, Raymond James financial advisors can help you build an investment strategy to achieve them. Wherever you are in your life, we can help you.

Broadx Private Bank

Your wealth comes with opportunities. Broadx Private Bank delivers concierge service to help individuals and their families navigate the more complex and sophisticated needs that come with managing significant wealth.

Commercial Investment Services

Whether you're a company, a non-profit, or a municipality, we will help you simplify your institution’s investments, provide for your workforce, and protect your assets. Our team customizes solutions to meet your business needs.

Broadx Financial Advisors Leadership

Dedicated specialists, deep expertise, and commitment to our clients is what defines Broadx Financial Advisors. We're a team focused on your success.

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