With more than 30 years of experience in the financial services industry, Pete advises clients on a broad range of retirement planning strategies. As a Certified Financial Planner™ in Sherman, Texas, he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Pete is dedicated to assisting his clients in meeting their financial needs. He uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions.
Before joining Raymond James as a Financial Advisor Pete worked at A.G. Edwards & Sons for six years, where he served a Financial Consultant. Prior to that he owned his own CPA practice for fourteen years. He currently holds Series 7, 63, and Insurance licenses, and is a Certified Financial Planner™
Pete graduated from East Texas State University in 1972, with a Bachelor’s degree in marketing and management. He additionally took accounting courses at the University of Texas in Dallas. He completed his CFP® certification in 2002. A firm believer in continuing education, Pete enhances his experience by attending seminars, conferences, and continuing education courses for his licenses and certifications.
Pete is quite involved in his community. He has served on the Wilson N. Jones Medical Center Board of Directors and presently serves as the Chairman of the Board of the WNJ Charitable Foundation. He is a past Chairman of the Board of the Sherman Chamber of Commerce, and is a member and a Past President of the Grayson County Rotary Club.
He is a member of Grace United Methodist Church in Sherman, Texas. He is also a proud Veteran of the U.S. Army, serving during the Viet Nam era.
Originally from Denison, Texas, Pete currently resides in Sherman. He enjoys spending time with his wife, Margaret, who is a retired kindergarten teacher, and their two grandchildren. When he is away from the office, he enjoys playing golf with his family and friends.
Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Eric Kloppers is dedicated to assisting his clients to meeting their financial needs. As a Financial Advisor, Eric’s underlying missions is to develop, implement and monitor appropriate plans for his clients based on their goals and risk tolerance.
Offering a wide range of investment services and alternatives, Eric is committed to helping you achieve your financial goals. Specializing in retirement planning for businesses as well as individuals, he works with clients to design investment portfolios to meet their individual needs. Eric offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, mutual funds, annuities, IRAs and insurance. Whether you need assistance implementing a small business retirement plan, protecting family income with insurance or just need financial jargon explained, Eric will use his knowledge and resources to put you–and your needs–first.
Before joining Raymond James as a Financial Advisor, Eric worked at Franklin Templeton Investments for four years, where he served as a Business Retirement Plan Specialist. Additionally, he currently holds a Series 7, 63 and 65 securities license as well as his Life and Health Insurance license.
Eric takes pride in community involvement. He currently serves on the Board of Directors and as Treasurer of United Way of Grayson County. He is also a member of Sherman Kiwanis Club, and the North Texas Young Professionals organizations.
Eric has returned to Sherman, TX where he grew up after spending the last ten years away, living in both Dallas, TX and St. Petersburg, FL. When he is not working with clients, Eric enjoys spending time outdoors and has a passion for hunting and fishing.
Vickie Reed has been a client service associate for more than 6 years at Kloppers Investment Group. She's a great asset to the team, and can be counted on to get the job done whatever it may be. All of our clients enjoy working with Vickie as her upbeat personality speaks for itself.
Originally from Whitesboro, TX, Vickie currently resides in Sherman, TX. She enjoys spending time with her husband Billy who is a pastor at Higher Ground Baptist Church. Vickie has 3 children (Michael, Corey, and Kaci) and 5 grandchildren. When Vickie is not helping clients she enjoys working on numerous ministry programs at their church.
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.
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*
- Approximately 6,800 financial advisors
- More than 2.8 million client accounts
- Over 2,800 locations throughout the United States, Canada and overseas
- Approximately $535 billion in total client assets
- 21% total capital ratio – over 2x regulatory requirement
- BBB, positive outlook credit rating (S&P)
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 6/30/2016
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.
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to individuals who successfully complete initial and
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