Raymond James Financial Services
What Others Are Saying About Raymond James
At this office, our mission is to provide the best service and overall financial plan for our clients.
To do so we place our clients’ interests first and work one-on-one to help them achieve their ultimate financial plan.
Kevin P. Glass
Financial Advisor
kevin.glass@
raymondjames.com
- Licensed for life and health products
- Helps evaluate and analyzes research for selection of stocks and mutual funds
- Completed Dorsey Wright’s Point & Figure analysis of risk levels in the stock and bond markets.
Leigh Ann Taylor
Allstate Customer Service Manager
Leigh has Property & Casualty and Life & Health licenses.
Stephanie M. Kohn
Administrative Assistant
Jane Wilder
Office Assistant
Craig A. Drees
Health Insurance Specialist
Peggy G. Drees
Financial Advisor
An Independent Firm
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Bruce A. Jones, ChFC
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Securities offered exclusively through
Raymond James Financial Services, Inc.
Member FINRA/SIPC, an independent broker/dealer
History
Through Raymond James Financial Services, we specialize in fee-based financial planning, insurance consulting and no-load life insurance products. Raymond James has been a wonderful association as they stress fee-based money management with a keen focus on a client first mentality.
Experience
I am a Chartered Financial Consultant, Branch Manager, Registered Investment Advisor Representative and Registered Principal. I have completed Dorsey Wright’s Point & Figure Analysis of risk levels in the stock and bond markets. We are members of the Local Chamber of Commerce, the Auglaize/Mercer County Convention & Visitor Bureau and the Better Business Bureau, where I have served on the Board of Governors and as Vice Chairman of the Board.
Awards
The combination of our history and experience has yielded a number of awards and distinctions over the years for Security Counselors, including:
Raymond James Executive Council 2000 & 2001
Hartford Leaders Council
Top of the Cabinet and first in Annuity sales in 1996 with Jefferson Pilot
Franklin Templeton Kite & Key award in 1999 & 2000
West Central Ohio Better Business Bureau “Business Integrity Award” for 2001.
As you can see, Security Counselors/Raymond James Financial Services has a rich history of tradition and experience in the field of financial planning, life insurance and securities. Though we are proud of what we have accomplished, we look forward to exceeding your expectations and continuing our service to West Central Ohio for many years to come.
We are a proud co-sponsor of the annual Mercer County American Cancer Society Golf Tournament. Also, we are involved with the Raymond James Charitable Partners Program. If you would like details on the fundraiser or how you can give to the charity of your choice, please call 800-837-4012.
Coming from east of Celina, take 33 West into Celina. This turns into Market Street. Follow Market Street across town and turn left onto Portland Street. Our office is located on the left, in the same parking lot as the License Bureau.
Coming from north or south into Celina, follow Main Street to Market Street. Go west onto Market, turn left onto Portland Street.
If coming into Celina from the west, take 29 East to Portland Street. Turn left onto Portland Street and our office is the third building on the right, located in the same building as the License Bureau.
This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states 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. Contact your local Raymond James office for information and availability.
©2006 Raymond James Financial Services, Inc. member FINRA / SIPC