When choosing a steward for your wealth and your legacy, experience and principles are paramount. With Alex. Brown, you’ll benefit from a tradition of integrity that demands we put clients first in all that we do.
Your duties as a decision-maker are complex, and we provide the diligent and objective guidance to help you uphold them. Our holistic approach to institutional consulting assesses all facets of your organization’s goals, needs and financial health to develop customized, efficient strategies.
With a suite of high-caliber, boutique services designed not simply to enhance your capabilities but also to increase the efficiency and agility of your practice, Alex. Brown puts the resources to craft solutions to even the most complex client need at your disposal.
Alex. Brown & Sons founded, becoming the first investment banking firm
Financed the continent's first railroad, the Baltimore & Ohio, which opened markets to the West
Issued letters of credit, one of the firm's earliest innovations, to help rebuild businesses in the South after the Civil War
Purchased seat on the New York Stock Exchange
Pioneered industry-focused healthcare conference
Helped launch IPOs for Microsoft, Oracle and Sun Microsystems over a 10-day period
Brought AOL and Starbucks public in the same year
Merger with Bankers Trust Company added premier private wealth management capabilities and enabled global competition for corporate clients
Deutsche Bank acquired Bankers Trust, creating a global platform with expanded investment banking and a wider product variety
Deutsche Bank Alex. Brown celebrated its 200-year anniversary
Deutsche Bank shares listed on New York Stock Exchange
Deutsche Bank acquired Zurich Scudder Investments and RREEF, becoming one of the world’s largest managers of assets and real estate
Deutsche Asset & Wealth Management is formed
Raymond James acquires the U.S. private client services unit of Deutsche Asset & Wealth Management, operating under Alex. Brown brand
08/10/17 – Alex. Brown Appoints New Regional Executive for Los Angeles Office
08/02/17 – OnWallStreet: $500M team joins Alex. Brown, a Division of Raymond James
07/25/17 – Forbes: Top Millennial Advisors
05/02/17 – Business Journal: Alex. Brown Opening New Annapolis Office
04/19/17 – Barron’s: 2017 Top 100 Financial Advisors
03/30/17 – Financial Times: FT 400 Top Financial Advisors
03/06/17 – Barron’s: 2017 Top 1000 Financial Advisors
02/06/17 – On Wall Street: Raymond James next growth engine? Alex. Brown.
12/27/16 – Think Advisor: Alex. Brown is Back
09/08/16 – FA Magazine: Raymond James Completes Purchase of Deutsche Bank Private Client Unit
09/06/16 – Investment News: Raymond James gains alternative investments with Alex. Brown deal
09/06/16 – On Wall Street: Why Raymond James kept over 90% of Deutsche advisers
09/06/16 – Wealth Management.com: With Acquisition Closed, Alex. Brown Turns to Recruiting
04/21/16 – Acquisition announcement
03/23/16 – On Wall Street: Raymond James' Alex. Brown adds retired exec, stays close to Deutsche roots
03/23/16 – Think Advisor: Raymond James CEO: Over 90% of Alex. Brown reps retained
12/03/15 – The Wall Street Journal: Raymond James to buy Deutsche Bank’s U.S. Private Client Services unit
Check the background of Raymond James on FINRA's BrokerCheck.