Private Banking

Liquidity and lending, tailored to you and your business.

No investment strategy is complete without a liquidity plan. Your wealth should be working for you and within reach when an opportunity or obligation arrives. Through cash strategies and lending solutions delivered on our platform, you get the features, rates, and convenience you’d expect from a major institution, paired with the personal service of an advisor who understands your business and your life.

Everyday Liquidity

Cash, managed with intention.

Idle cash is a quiet drag on any plan. We help you organize your liquidity so it stays safe and accessible while still earning its keep. These are the everyday tools we use to balance liquidity, safety, and return.

Cash Strategies Consulting

We help you align liquidity, safety, and return so your cash supports both your day-to-day needs and your long-term plan.

Capital Access

A flexible account for everyday cash management, putting your money where you need it, when you need it.

Cash Sweeps

A deposit program designed to extend FDIC coverage across multiple banks while keeping your cash working.

Credit Cards

A range of card options for consumers, businesses, and high-net-worth individuals, with rewards and terms suited to each.

Access to Capital

Lending, tailored to your balance sheet.

The right loan can fund an opportunity without forcing you to sell assets or interrupt your strategy. From a line of credit against your portfolio to a mortgage in any state, we match the lending solution to the moment and to your broader plan.

Securities-Based Lending (SBL)

A flexible line of credit that uses your eligible investments as collateral, giving you liquidity without selling your holdings.

Tailored Lending

Customized credit solutions for uniquely qualified clients whose needs fall outside a standard loan.

Residential Lending

Mortgage financing available in all 50 states, including a dedicated channel for private wealth clients.

Other Lending

Commercial real estate, corporate (C&I), and specialty lending to support your business as well as your personal balance sheet.

Banking and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. 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 employee for your residential mortgage needs.

A line of credit backed by securities, such as a securities based line of credit or a tailored line of credit, may not be suitable for all clients. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk including unintended tax consequences and the possible need to sell your holdings, which may lead to a significant impact on long-term investment goals.

Raymond James Financial Services, Inc. is not an FDIC-insured banking entity. FDIC insurance only covers the failure of FDIC-insured depository institutions and does not cover Raymond James Financial Services, Inc. Products purchased from or held at affiliated Raymond James Financial, Inc., companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Raymond James Bank or TriState Capital Bank, are not guaranteed by Raymond James Bank or TriState Capital Bank, may lose value, and are subject to investment risks, including the possible loss of the principal invested.

The best plans start with a conversation.

Your business built more than a career, it built a future for the people you love. Let’s start with a conversation, no pressure and no obligation, and help you prepare for the future with confidence. Give us a call or fill out the form, and we’ll connect you with a financial professional to discuss your goals and the best path forward.

Call (770) 325-6957

Call us at: (770) 325-6957

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