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About Foran Financial Group

Foran Financial President, founder and Certified Financial Planner™ professional Dan Foran brings more than three decades of investment management and financial market experience to working with clients.

Foran Financial was founded after Dan’s father passed away. He was drawn to the industry when he successfully managed his family’s finances while navigating the complexities of their estate. He pursued an economics degree and career in finance that he still has a passion for today - which is evident in his work. Specializing in retirement planning, Dan’s goals for his clients are to provide a financial road map and simplify their lives.

Our multigenerational team of wealth advisors helps ensure continuity and consistency for you and your family for years to come.  He has also served as a mentor to his son, John, and daughter, Jessica, along the way. They embrace Dan’s long-standing commitment of offering objective, unbiased advice and highly personalized service to each client.

Working as a cohesive team, we share a passion for our clients and community and for enhancing the lives we touch. Our efforts are supported by the extensive resources of Raymond James, a value-driven and conservative firm just like ours. Together, we bring you a high caliber of services, expertise and the personal attention you expect and deserve. Read below to learn more about Raymond James.

 

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About Raymond James

Just as every organization has a culture that guides their operations, ours isn’t any different. However, our unique culture gives each of our financial advisors the freedom to carefully tailor and implement long term plans to achieve your financial goals.

Bob James was just like everyone out there looking to be financial free. In 1962, he set out to build a different kind of financial services firm – one that is focused on long-term planning instead of simply placing trades. He sought to build a financial firm that will stay resolute regardless of the highs and lows that the market brings. He thought of a financial firm where clients’ and advisors come first – and now, after more than 50 years; Bob’s idea of a financial firm has remained one of the leading independent financial service companies in the United States.

A brief history

·      1962: Robert A. James Investments was merged with Raymond & Associates to form Raymond James.

·      1983: Raymond James was listed on the New York Stock Exchange, symbol RJF.

·      2008: Raymond James was recognized as one of the few financial firms which remained stable and profitable despite economic downturn.

·      2012: Raymond James and Morgan Keegan were merged to form what is recognized today as one of largest independent full-service wealth management and investment banking firms not headquartered on Wall Street.

·      2013: Raymond James reaches a milestone of 100th consecutive quarter of profitability.

As a company, we have grown from our years of humble beginnings into a reputable financial firm that can compete on all fronts with the big guns in the industry. Today, we are a widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. October 1984 was a defining year for many financial firms. While a lot of financial firms closed their trading desks no thanks to the overwhelming internal losses, Raymond James kept its desks open to meet clients’ needs. This is because of our organization’s based business model and commitment to client service. Trust us when we say this was our first and only unprofitable quarter since the firm went public.

We can be sure that the markets will change over the next 25 years, but what won’t change about us is our commitment to the values that have driven us this far.

By the numbers*

  • 119 consecutive quarters of profitability1
  • Approximately 7,300 financial advisors
  • Over 3,000 locations throughout the United States, Canada and overseas
  • Approximately $693 billion in total client assets
  • BBB+, positive outlook credit rating (S&P)2

Over the last 50 years, we have always valued the privilege of helping our clients to achieve their goals while giving back to our community. Our desire is to continue fullfilling these obligations for as long as possible. Explore more of our history at RAYMONDJAMES.COM.

*As of 9/30/2017
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
2A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.