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Investor Access |
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About UsSince 1996, the financial advisors of Raymond James Financial Services at Monroe Bank have served Bloomington and the surrounding community, offering a wide array of investment products and strategies. Voted as one of the top investment firms in the area, our team of financial advisors takes great pride in each and every client relationship, ensuring that all have the correct plan for their financial situation. Our experienced professionals have years of industry experience, continuing education, and, perhaps, the answer to your financial needs. Through our affiliation with Raymond James Financial Services, we can create a detailed financial plan to meet your individual goals. Contact us or stop by our offices to learn more about what we can do for you.
Tom is a municipal securities principal, a general securities principal, and an Investment Advisor Representative with Raymond James. He specializes in IRA and qualified plan rollovers, retirement income planning, and individual stocks and bonds. Tom graduated from Indiana University in 1982 with a degree in economics and has been in the investment business since 1984. He formerly served six years on the board of the YMCA, spending two years as treasurer, and was a four-year board member of the Bloomington Developmental Learning Center. Tom has also been active in coaching youth baseball and basketball over the past several years. He joined Monroe Bank and Raymond James Financial Services in 1996.
Chad began his career as a financial advisor in 1996 and joined Raymond James in October of 2003. He is a 1996 graduate of Indiana University with a double major in economics and mathematics. Further, Chad is an active board member and treasurer for the Shalom Community Center, a nonprofit hunger relief agency headquartered in Bloomington. As a registered investment advisor agent of Raymond James Financial Services, Chad is able to cater to the diverse needs of his client base. Whether clients are just getting started and looking to establish a retirement plan or are in or approaching retirement and looking for ways to maximize income, Chad can help choose a plan that's right for the individual client.
Rich joined Raymond James in 2006 and brings 16 years of financial services industry experience. A native of Pennsylvania, he is a graduate of Bloomsburg University with a degree in business administration. He began his career in 1991 as a registered representative which evolved into a successful private practice. His career continued in Pennsylvania with a shift to banking after being recruited as a retail investment officer by a large regional bank. He remained there until 2006 before coming to his "adopted state" of Indiana in 2006. Rich's experience aids a diverse client base. His attention to individual pre- and post-retirement goals helps clients develop effective tax sensitive accumulation and distribution investment strategies.
As a Registered Investment Advisor Agent and Financial Advisor with Raymond James Financial Services, Chris caters to the diverse needs of today's investor. Recognizing that every investor has a different set of financial goals and objectives, Chris will work with you and your family to develop a customized plan. He specializes in tax-advantaged investing, retirement distribution, and wealth accumulation. Chris is a graduate of Indiana University where he specialized in Management and Finance. In the community, Chris serves as the Vice-Chair of the Monroe County Chapter of the American Red Cross and also volunteers time as an advisor and coach for the Alpha Sigma Phi Fraternity at Indiana University. He joined the Raymond James team in 2005. About Raymond JamesRaymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,000 financial advisors serving 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $183 billion, of which approximately $28 billion are managed by the firm‘s asset management subsidiaries. In June 2009, for the second consecutive year, Raymond James clinched first place among full-service brokers in the SmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and account statements and also earning the highest marks for its corporate website. In May 2009, six Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal's annual “Best on the Street” survey, with the firm placing 8th overall among 163 brokerage firms. In December 2008, Raymond James was listed for the seventh time as one of "The 400 Best Big Companies in America" by Forbes.com. In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The results are a demonstration of the very high level of service we strive to achieve. In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. In March 2007, BusinessWeek magazine named Raymond James as one of the top 18 companies across all industries in customer service, citing our strong “Service 1st” culture and focus. For more information about Raymond James Financial, visit raymondjames.com.  Past 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. The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2009 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc. The Forbes rankings for “America‘s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage. The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios. SmartMoney does not endorse any product or service of Raymond James. Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study. |
Monroe Bank Brokerage Services
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2009 Raymond James Financial Services, Inc. member FINRA / SIPC. Privacy Policy |
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Thomas J. Rillo
Chad E. Teders
Richard Greco
Chris Quackenbush