Counsel Oak Financialof Raymond James
 
 

About Us

Counsel Oak Financial of Raymond James opened their new location on May 27, 2014 at 1650 South Bend Avenue,  Suite 201, South Bend, IN 46617.  They can be contacted at 574 208-6331 or 888 792-9370.

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Dave Niswonger
Vice President, Investments
Financial Advisor
Direct: 574-208-6331


I joined Raymond James in September 2009, and have been in the financial industry since 1984. I specialize in active portfolio management for both income needs and long term growth. I live in Granger and have been married to Vicki for over 30 years, and we have four grown children. I am an active volunteer with the Boy Scouts of America and Christians in Commerce. I enjoy gardening, outdoor recreation, and travel.

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Beverly Ainsley, WMS
Vice President, Investments
Financial Advisor
Direct: 574-208-6332


I joined Raymond James in September, 2009, and have been in the financial industry since 2000. I enjoy assisting our clients plan for their future, helping them protect and preserve their wealth, and plan for its efficient distribution during and beyond their lifetime. My family has lived in the Michiana area for over 30 years and my husband, Jim, and I have been married over 35 years. We enjoy traveling and meeting new people and visiting with our  granddaughter, Ainsley.  My passion is volunteer work for Riverbend Cancer services, my family, and our dogs, Chloe and Benny.

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Michael Lobeck
Financial Advisor
Direct: 574-208-6333

      With more than 32 years in the financial services industry, Mike joined the Counsel Oak Financialof Raymond James in September of 2013. 

       Mike and his wife, Colleen, have been married for 25 years and have two daughters who represent the fifth generation of family to be a part of the community fabric of Michiana.        

       A graduate of Purdue University with a Bachelor in Financial Marketing and Communications prepared Mike with the knowledge and understanding that serving his clients’ financial and investment goals begins with listening to their needs.  His extensive banking, trust and commercial loan background enables him to help his clients’ identify and prioritize their unique financial goals for their future.

       Mike takes pride in community outreach.  As a local Eagle Scout, Mike is the chair ofthe investment committee with the LaSalle Council, Boy Scouts of America.  He is also an active Paul Harris Fellow of the Elkhart Rotary and chairs the major holiday campaign for the Salvation Army.  When the snow is gone, he enjoys golf, all water related activities, landscaping and the arts.

 

 

About Raymond James

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.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

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 $479 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 6/30/2014

1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

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Counsel Oak Financial
1650 South Bend Avenue
Suite 201
South BendIN 46617
Phone: 574-208-6331
Fax: 574-232-8996
Toll-Free: 888-792-9370
Direct: 574-208-6331
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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