Peter Kloppers, CERTIFIED FINANCIAL PLANNER™
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.
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.
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.
Customer Service Associate
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.
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.
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.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
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 6/30/2014
1Past 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.
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.