Raymond James Financial Services is a family firm offering investment and financial planning services to individuals, businesses, and nonprofit organizations.
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.
A bright start to 2013
Raymond James began 2013 with an important achievement – in January, the company reported its 100th consecutive quarter of profitability.1 Hear what Tom James, our executive chairman, had to say about this accomplishment.
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 $447 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 1/23/2014
1 Past performance is not indicative of future results.