We offer personal financial planning services such as retirement planning, income planning, cash management, investment management, estate planning, educational planning, and insurance analysis based on a comprehensive review of our clients' needs and desires.
Our office is the tan and burgundy building located at 741 North Main. It can be found two stoplights north of the intersection of Main and Malone, across the street from Food Giant.
Dean E. Wooden is the branch manager and a financial advisor with 35 years of experience in financial planning and investment management. He graduated from Southern Illinois University in 1963 and also attended graduate courses at the University of Chicago. Dean holds both sales principal (24) and municipal principal (53) licenses in addition to his state (63) and general securities licenses (7). He is also licensed to sell health and life insurance. Dean is a current member of FSI, Financial Services Institute.
Greg K. Krokstrom is a financial advisor with 20 years of experience in financial planning and investment management. He is a business administration graduate from Pittsburg State University. He is also licensed as an investment advisor (66), general (7) securities, and state (63) securities. Greg is also licensed as an option (9) & general sales supervisor (10). Greg is LTC partnership certified and is licensed to sell health and life insurance. Greg is a current member of FSI, Financial Services Institute.
Eric Wooden is a branch manager and a financial advisor with 17 years experience in financial planning and investment management. He is a business administration graduate from Southeast Missouri State University. Eric has general (7) securities, state (63) securities, and investment advisor (66) licenses. He is also licensed as an option (9) and general sales supervisor (10). He is licensed to sell health and life insurance. Eric is a current member of FSI, Financial Services Institute.
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*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $479 billion in total client assets
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.