About Us

Stonewall Asset Financial Services - AtlantaOur Mission

To help our clients, through our advice, to plan, preserve and enhance their lives and the lives of future generations through prudent and comprehensive financial planning and investment management.

Our Values

Our Goals

Our Plan

Our Services

Letter from the President


What is the origin of the name Stonewall?

According to the earliest historical accounts of stone walls, the ancient walls were literally made from raw stone. People began using the word stone wall for things or individuals who either were persistent and enduring or who presented an obstacle as formidable as a stone wall. As a verb, stonewall is to play defensively as in sports. As an adjective, the word means “no possibility of doubt; certain”.

As a family one summer we were vacationing in Maine and at the same time visiting our oldest son who was working during the summer at a luxury hotel in Bar Harbor, Maine. One beautiful Maine morning, I had gone to Acadia National Park to hike and as I came back from hiking, I stopped at the Jordan Pond House Restaurant inside Acadia Park to grab a hot coffee and just sit and admire the natural beauty of the land. As I sat in one of those big white wood lawn chairs looking down a rolling green grass lawn to a beautiful lake below with mountains on each side of the lake and a grand Stone wall in front of the lake, I began to draw out a picture on a napkin of that grand scene of nature. That picture on that napkin came to be our company logo. The stone symbolizes strength, lasting endurance, defense against weather and refuge from harm. These are just some of the values and principles we hope the name stone wall stands for. So now you know the rest of the story.


About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, 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. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • Founded in 1962; public since 1983
  • Approximately $1.37 trillion in client assets
  • RJF shareholders’ equity of $10.7 billion
  • More than two times required regulatory capital
  • 144 quarters of consecutive profitability*
  • Approximately 8,700 financial advisors
  • Equity research coverage of more than 1,100 companies

*Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial Stock.

As of: 12/31/2023

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