Thom has more than twenty-five years of experience in the financial services industry. His primary focus is providing asset managed services to families and small businesses through careful, comprehensive, and personal planning.
Thom has completed the distinctive three year program for investment executives at the Wharton School of Business, University of Pennsylvania. Thom is also a Certified Investment Management Consultant (CIMC), Certified Wealth Management Specialist (WMS), and a Certified Retirement Plan Consultant (RPC).
John is committed to overseeing the multi-dimensional financial needs of each family and each business that seeks solutions in an ever-changing financial world.
He holds Series 7, 31, 63, and 65 licenses, is licensed in Life, Health, and Long-Term Care insurance, and is a Registered Investment Advisor Representative. John is a Certified Investment Management Consultant (CIMC), Certified Wealth Management Specialist (WMS), and a Certified Retirement Plan Consultant (RPC). He received his Bachelor’s of Science degree from Indiana University, Bloomington. John’s personal time is spent working with various charitable organizations.
Kim provides the Albright-Clark team with sixteen years of financial service experience. Before joining the team, Kim worked as a Senior Trust Assistant for Fort Wayne National and National City Banks and as a Registered Client Associate for Merrill Lynch. Kim holds her Series 7 and 66 licenses.
Kim is responsible for client administration and orchestrates the team’s personal service model. She fully and effectively manages our client’s needs while providing the highest level of wealth management services.
George is Branch Manager for Raymond James in Fort Wayne. Since 1988, George has worked with Smith Barney, Merrill Lynch, and Oberlin Financial Corporation where his jobs have included Operations Manager, Administrative Manager, and President.
George provides thorough management and oversight in all areas of supervisory and compliance activity and continuing education. George holds his Series 7, 9, 10, and 65 licenses. He is committed to providing our client’s with the highest level of personalized service.
Trust Resources located in our Chicago, IL Office
TIMOTHY J KEEFE
Vice President, Trust
Business Development Officer
773-867-8149
Timothy.Keefe@RaymondJames.com
Tim is a Vice President and Business Development Officer for Raymond James Trust Company and has more than twenty-five years of experience in all aspects of trust management with The Northern Trust Company and most recently, Wintrust Financial Corporation.
Tim managed the trust office at Barrington Bank & Trust for Wintrust Asset Management Company and was responsible for business development and trust administration.
Tim received his Bachelor of Science Degree from Northern Illinois University and his MBA with Distinction from DePaul University. He is also a graduate of the ABA National Trust School at Northwestern University.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.