Former pro-wrestler and current film student Stephen Wilson is admittedly sore following a weekend stunt class when he arrives at Raymond James's corporate headquarters in St. Petersburg, Florida, on a balmy mid-July morning.
But what Wilson is in for today will be a workout of a different kind. Wilson will meet directly with executives from all sides of Raymond James's business, including wealth management, asset management and equity research. And his investment portfolio will be put through the paces to see how the planning for all of his investments-income tax, estate and retirement, as well as risk management-can be pushed forward even more. He will even get a tour of the firm's extensive art collection.
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