About Us

Financial Advisor Image
Annette Alexander
Wealth Management Specialist
Financial Advisor
Retirement Plan Consultant

Previous positions held:
First National Bank, Mortgage Lender
Pacesetter Bank, Portland Branch Manager   

Education:

Ball State University, BS Business Administration

Community Groups:
Member, The Rock Church
Jay County Chamber of Commerce Board Member 2004-2009
Jay County Humane Society Board Member
Jay Randolph Developmental Services Board Member
Rotary Club of Portland


Financial Advisor Image
Lori Stimpson
Registered Sales Associate II

 Previous positions held:
Raymond James & Associates, Hartford City, Sales Associate, Financial Advisor
Edward Jones, Senior Branch Office Administrator

Education:

Indiana Wesleyan University, BS Business Administration

Community Groups:
Member, Grace United Methodist Church (serve on Finance Committee)
Hartford City Chamber of Commerce Board Member 2007-2010
Dunkirk Kiwanis


Financial Advisor Image
Laura Laux
Client Service Associate

Previous positions held:
Service Associate, Hilliard Lyons
Service Associate, L.P.L. Financial
Jay County Superior Court Reporter

Education:
Portland High School Graduate

Community Groups:
Member, Immaculate Conception Church

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.

Annette Alexander Wealth Management Specialist Financial Advisor Retirement Plan Consultant
928 North Meridian
PortlandIN 47371
Phone: 260-726-8596
Fax: 260-726-2897
Toll-Free: 800-995-1913
Contact Us

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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