First Farmers Bank & Trust - Wealth Management Division, a subsidiary of First Farmers Bank & Trust, has been providing complete brokerage services and personalized investment advice to clients since 1998. Through Raymond James, we offer a variety of retirement programs including: self directed IRAs, pension plans, profit sharing, self employed retirement income deferral programs like a 401(k) (for the individual self employed and small or large businesses) and several college educational funding programs. We offer competitive rates on certificates of deposit, municipal bonds, corporate bonds, government bonds, tax-deferred annuities, money market funds and a variety of mutual funds.
Following the model set by our parent organizations, the Wealth Management Division remains committed to providing our clients with an exceptional level of personalized service with investment packages designed to best fit their expressed financial goals.
Peru, IN office
Kokomo, IN office
Terre Haute, IN office
Ron is a lifelong resident of North Central Indiana, a graduate of Pioneer High School, and a graduate of Findlay College, B.S. in both accounting and comprehensive business education. After spending some time as a high school educator, he still applies those skills by helping clients understand the benefits of successful portfolio management. He believes that his clients gain a better understanding of various product advantages when services are explained in everyday terms.
Ron's career in financial services began in 1981 and continued while employed with several different institutions and performing a variety of functions. He entered the financial planning profession in 1992 as a registered representative with Raymond James Financial Services under the investment management research division. He maintained this status as he continued with his duties with First Farmers Bank & Trust. Upon the formation of First Farmers Investments, now First Farmers Bank & Trust - Wealth Management Division, he transitioned his clientele to the Raymond James Financial Institutions Division in 1998.
His comprehensive service program begins with an assessment of each client's current investment situation and financial objectives. He then presents a detailed financial plan that takes into account the client's risk tolerance, time horizon, financial objectives, and basic understanding. He regularly monitors each client's account and issues semi-annual investment evaluations with suggestions and ideas of possible refinements in their portfolio.
Kurt and his wife Risa have been married for over 30 years. They have two sons, Kyle (Seattle,WA) and Cody(Indianapolis, IN). Kurt and Risa are very involved with the St. John's Lutheran Church where Kurt currently serves as Executive Directtor, sings in the choir, handles the payroll, and cooks for special occasions.
His licenses include General Securities License (Series 7), Investment Advisor (66), Life, Accient and Health Insurance License.
Ryan is a graduate of Oak Hill High School and is a lifelong resident of the Howard/Grant County area. He earned a Bachelor of Science degree at Purdue University in Food Process Engineering with an additional year of study in economics and business. He currently lives in Marion with his wife of over 35 years, Honey, who is employed with Indiana Wesleyan University. Their children reside in Johnson City, Tennessee(Kirk) and Nanning, China(Emily). Ryan has held various positions in church and local school organizations. His career experiences leading up to his present relationship with First Farmers Bank & Trust - Wealth Management Division and Raymond James Financial Services include eight years as a commodity analyst/broker and 13 years in sales and service. This background provides him with unique insight into both market behavior and service culture. His commitment to clients is evidenced by his core belief of providing superior service and genuine concern for their financial interests and personal goals.
His licenses include: General Securities License (Series 7), General Securities Principals License (Series 24), Investment Advisor ( 66), and Life, Accident and Health Insurance License.
Mike has been elected a city councilman, has served on various public and private boards, and has done freelance sports broadcasting on both radio and internet podcasts. In his free time, Mike enjoys playing cards, golf and tennis.
Larry is a graduate of Marion High School and graduated with honors from Indiana University. His first position after college was managing a real estate agency and mortgage company out of Marion, Indiana. He began his investment career in 1980 with Prudential Financial Services and Prudential Bache Investments, and ultimately progressed into the banking channel.
He is active in a local church and the Marion Chamber of Commerce, where he has served on the Executive Committee of the Ambassadors Club for a number of years.
Larry is fully licensed to offer a wide range of investment and insurance related products, allowing him to uncover the financial solutions necessary to satisfy his clients' goals, he has helped clients with 401K rollovers, establishing IRA's and providing income opportunities in retirement. Larry has prided himself in being in tune with his clients and wishes to offer the utmost in service and sensitivity to their financial objectives.
Irene is originally from the Lone Star State and grew up in Denison, Texas. She moved to Kokomo in 1988 and has worked in financial services for 25 years. She and her husband, Larry are active in the Oakbrook Community Church and various service organizations in the community. Irene serves on the Howard County United Way Funds Distribution Council, and is Treasurer of Project 117, an organization providing schooling to those who would otherwise be left behind in Haiti.
Her hobbies include photography, gardening and travel and spending time with her four grown children. She currently carries Series 7, Series 24, Series 63, and Series 65 licenses.
Bonnie is a lifelong resident of Howard County and is a graduate of Eastern High School. She furthered her education at Indiana Wesleyan University in business administration. She has 20 years of experience in the financial services industry as well as being the owner of a local private business for over 25 years. She has two sons in the area with four grandchildren. In her leisure time she enjoys walking, reading and spending time with her grandchildren.
Stacey grew up in southern Michigan where she graduated from Marcellus High School. She furthered her education at Southwestern Michigan College while also working at the G.W. Jones Exchange Bank in Marcellus and Cassopolis, MI. She very much enjoyed working with others in the banking environment. She is now building those same kind of relationships at FFBT Wealth Management in Peru.
Stacey relocated to Peru in 1996 when she married her husband Troy. They have two children, Taylor and Neil. In her leisure time Stacey enjoys reading, watching movies, and traveling with her family.
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.
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 6,300 financial advisors
- More than 2.6 million client accounts
- Over 2,600 locations throughout the United States, Canada and overseas
- Approximately $496 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 3/31/2015
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.