FM INVESTMENT SERVICESA Division of F&M Bank
Based in Archbold, Ohio, the F&M Bank has been a stable financial institution for over 119 years, comprised of 24 branches covering 8 counties in Northwest Ohio and Northeast Indiana. In 1999, FM Investment Services was established to add additional value to bank customers by providing enhanced investment opportunities. As the bank has grown, so has our commitment to our clients.
Our team of professionals takes great pride in helping our customers achieve their financial goals. Through outstanding customer service, and the resources of Raymond James, we have been able to create satisfied, loyal clients. Contact us today to learn how we can help you with solutions to your individual needs!
Beth A. Lienau
Beth serves clients in the Northwest Ohio Communities of Farmers & Merchants State Bank, including Archbold, Bryan, Defiance, and
Adam A. Smith
CERTIFIED FINANCIAL PLANNER™
Adam serves the Indiana and NW Ohio communities of Farmers & Merchants State Bank. With the knowledge that comes with more than 15 years of experience in the financial services industry, Adam helps clients navigate the myriad of available investment options with unparalleled service and a personal commitment.
Adam lives on Lake James with his wife and two children. He is a volunteer with Junior Achievement, and has coached on multiple track programs in the area. He enjoys both water and snow skiing, traveling, and quality time with family.
Jean has been a Client Service Manager with FM Investment Services, division of Farmers & Merchants State Bank for the past 7 years; employed by the bank since 1990. Jean manages our office in a highly organized, efficient and professional manner. She handles all customer service and administrative functions to ensure our smooth operation. “SERVICE” is Jean’s middle name and she is ready, eager and willing to serve you.
Bruce serves the Greater Toledo Area by covering the Swanton, Perrysburg, Sylvania, Waterville, and Bowling Green Branches. He has over 13 years of industry experience and is active on numerous boards and committees. Bruce strongly believes in giving back to his community by serving on the Boards of Team Ohio Transplant Athletics and The Epilepsy Center of Northwest Ohio, volunteering as a speaker for Life Connection of Ohio, and is a Past-President of the Exchange Club of Fremont.
As an advocate of organ, eye and tissue donation, Bruce has shared his “Quality of Life” story at numerous donor recognition events in Ohio, Delaware, and Pennsylvania. After receiving two separate bone and tissue transplants in the same knee, Bruce continues to push himself to live a very active life.
He studied Public Relations at Sam Houston State University in Huntsville, Texas. He has passed the Series 6, 7, and 66 examinations, and holds his OH State Insurance license. Bruce and his wife, Teresa, have three children: Megan, Ian, and Cameron and reside in Fremont, Ohio.
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.
By the numbers*
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 6/30/2016
FM INVESTMENT SERVICES 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.