Corporate Office Partners

businessman holding paper, leading meeting in conference room

 

Raymond James Trust

We know how hard you work for what you have, so we’ll work just as hard to plan for the future you desire.

That’s why we partner with professionals from Raymond James Trust to help with your estate and charitable planning needs. Raymond James Trust, a wholly owned subsidiary of Raymond James, is comprised of attorneys, CPAs and trust experts with extensive experience to provide individually tailored service to help fulfill your personal goals both now and in the future.
 

WHAT MAKES RAYMOND JAMES TRUST UNIQUE?

 
Raymond James Trust was established to exclusively serve the families and individual clients of Raymond James advisors – not institutions.

 
Unlike other providers of trust services, our skilled professionals deal exclusively with trust issues. With a wide variety of trust and charitable options to work with, the investment plans provided are never “one size fits all,” but individually tailored plans to fulfill your personal needs.

 
Think of Raymond James Trust as an extension of your financial advisor’s team. With us, you’ll never work with a stranger but with those you have a personal relationship with to ensure your plan is developed and carried through the way you intended.

 
Raymond James Trust has been in business for more than 20 years and manages more than $2 billion in assets in most of the 50 states.

Ryan C. McCall

 

Ryan McCall Associate General Agent

 

Capitas Financial, LLC
Rushing Financial Group
8888 Keystone Crossing
Suite 550
Indianapolis, IN 46240

 

Tel: 317-569-7080
Fax: 317-569-7090
Toll Free: 800-382-4636
ryan.mccall@capitasfinancial.com

 

Ryan Began his career in the life insurance brokerage business servicing clients throughout Indiana and Ohio. Throughout his career, Ryan has developed the necessary expertise in the wealth transfer and advanced estate planning field. Ryan has the ability to objectively deliver multiple insurance providers and numerous industry platforms to tailor your needs.

Ryan received his Bachelor’s of Science degree from Indiana University, Bloomington.

Capitas is not affiliated with Raymond James, but is an approved insurance intermediary.

Equity Capital Markets

HOW WE PARTNER WITH YOU:

 
We know how important having the right resources, tools and reliable information can be when choosing equity investments. Our team’s partnership with the award-winning Raymond James Equity Research department provides all that and more, giving us – and you – answers to questions about individual stocks as well as overall market information. We also have access to a number of Raymond James’ recommended lists, highlighting the department’s best ideas for individual stock investment and giving actionable recommendations to round out your investment portfolio.

Raymond James, a top 5 provider of equity research covering more than 1,300 companies globally in nine highly focused industries, seeks to uncover superior investment opportunities through insightful, timely and comprehensive research. Our partnership allows us to share that with you.

 
As a business owner, your business – likely one of your biggest assets – is extremely important to you. It’s important to us, too. That’s why advisors partner with Raymond James Investment Banking, a full-service investment bank that offers expertise in mergers & acquisitions, public offerings, private placements, debt origination and restructurings. Recognized as award-winning by The M&A Advisor and Global M&A Network, the Raymond James team offers us deep industry expertise supported by hundreds of senior level experts that specialize by sector. Our partnership with Raymond James Investment Banking enables us to provide you with a long-term, comprehensive approach that can take your business to the next level, no matter where it is in its life cycle.

 
The markets are ever-changing and evolving, which is why advisors with the Raymond James Equity Portfolio & Technical Strategy team. From individual stock ideas to a monthly sector analysis, the team also manages three guided model portfolios that are available for you to invest in. Our partnership with Raymond James enables us to leverage their insight as we work to develop investment solutions and strategies that meet your unique needs.

Highly involved and drawing on years of hands-on experience, the Equity Portfolio & Technical Strategy team’s deep and critical focus on equity markets allows us to focus our attention on what’s most important – you.