We are located at 3494 Capital Ave SW, in Battle Creek, we are located a half mile south of I 94 and Beckley Rd
Matt has been in the financial services industry since 1983. Matt sees himself as a financial teacher who explains the many investment alternatives/methods available. He graduated with his degree from Central Michigan University in 1980. He has been actively involved in the Battle Creek community, serving on boards for Binder Park Zoo, Family Y Center, Battle Creek Bible Church and Battle Creek Country Club. Matt and his wife, Emily, have three grown boys, Jake, Jim and Dan.
Since 1986 Mary McGann has helped clients build and manage wealth using long-term investment strategies. A gradute of Western Michigan University, she also attended the University of Pennsylvania's Wharton School of Business. In addition to being a financial advisor and senior vice president of investments, Mary is also a retirement plan consultant. “My integrity and driving desire to help investors are why my clients do business with me,” she explains. “I have committed my energy, intellect and knowledge to helping attain the financial objectives of my clients.” Whatever your goals may be, Mary is prepared to put you – and your investment needs – first. For a complimentary consultation or portfolio review call her today, 800-797-6639 or 269-979-3300.
Mike has been in the financial services industry for nine years. A graduate from Albion College in 1997 with an economics and management degree, Mike started his career as an agency specialist with State Farm Insurance Co. and later became a financial advisor for Principal Financial Group. Mike joined Raymond James & Associates in 2003 and specializes in retirement planning, insurance, and asset management. Mike is life-long resident of Battle Creek and stays active in the community.
Peggy joined our firm in 2001 after attending the University of Michigan. She is a licensed financial advisor, wealth management specialist and retirement plan consultant. She assists clients in their investments and helps with portfolio questions or concerns.
Travis graduated from Western Michigan University with a degree in business management and economics. Travis is a life-long resident of the Battle Creek area where he and his wife, Kara, are very active in the community. Travis is a member of the Battle Creek chapter of AMBUCS (American Business Clubs), sits on the board of directors of the Battle Creek Chamber of Commerce and takes part in many other organizations such as Rotary, the Charitable Union, and BNI (Business Networking International) just to name a few.
Travis specializes in financial and estate planning with a key focus on utilizing technology to help clients achieve long-term financial needs and goals. When he isn't working Travis enjoys spending time with friends and family, playing golf and biking.
Laura joined Raymond James & Associates in May of 2005. Laura's 17+ years of experience and knowledge of the financial services industry is evident in her commitment to providing the best client service. Laura is a crucial part of the day-to-day operations and is proud to be part of the team. She obtained her licenses for the Series 7, 63, 65 and 9 and 10. Laura is life-long resident of Kalamazoo, Michigan, where she lives with her husband, Tom.
Reneé joined Raymond James in 1994 and provides various client services including stock quotes, research requests, tax information and miscellaneous special requests. She is currently studying to become a licensed service associate and is committed to Raymond James' Service 1st standard by putting you and your needs first.
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 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was 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.