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.  We can be contacted at 574 208-6331 or 888 792-9370.

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Financial Advisor Image
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.

Financial Advisor Image
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.  My husband, Jim, who owns several Jimmy Johns franchises in the surrounding area, and I have been married over 37 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.

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.

By the numbers*

  • Approximately 7,100 financial advisors
  • More than 2.9 million client accounts
  • Over 2,800 locations throughout the United States, Canada and overseas
  • Approximately $604 billion in total client assets
  • BBB1, positive outlook credit rating (S&P)

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 9/30/2016

1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.

Financial Advisor Image
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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