Counsel Oak Financialof Raymond James
Vice President, Investments
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.
Associate Vice President, Investments
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 25 years and my husband, Jim, and I have been married over 33 years. We enjoy traveling and meeting new people and visiting with our new granddaughter, Ainsley. My passion is volunteer work for Riverbend Cancer services, my family, and our dogs, Chloe and Benny.
Registered Service Associate
I joined Raymond James in September 2009, and have been in the financial industry since 1987. I hold all applicable security licenses. My primary responsibility is client service and all administrative needs. My personal interests include travel, reading, and my grandchildren, of which I now have 9. I live with my husband of over 35 years on our boat in St Joseph, Michigan with our 2 dogs, Saber and Baron.
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.
A bright start to 2013
Raymond James began 2013 with an important achievement – in January, the company reported its 100th consecutive quarter of profitability.1 Hear what Tom James, our executive chairman, had to say about this accomplishment.
By the numbers*
It's been our privilege over these past 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 10/23/2013
1 Past performance is not indicative of future results.
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.