FM INVESTMENT SERVICESA Division of F&M Bank
Based in Archbold, Ohio, the F&M Bank has been a stable financial institution for over 110 years, comprised of 21 branches covering 8 counties in Northwest Ohio and Northeast Indiana. In 1999, FM Investment Services was established in order 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 fourteen years of experience in the financial services industry, Adam helps investors 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 member of the Angola Rotary Club, Angola Masonic Lodge, Fairview Missionary Church, volunteers with Junior Achievement, and is an assistant Track coach for Trine University. He enjoys both water and snow skiing, traveling, time with family and competing in triathlons.
Emily serves the Eastern Ohio territory of the Farmers & Merchant State Bank, including the Wauseon, Napoleon, Delta, Swanton, and Perrysburg offices, providing investment strategies and advice to individuals and businesses.
With several years of industry experience, Emily has knowledge in the areas of retirement planning, estate planning, college funding, life insurance, asset allocation, and professional money management. She currently holds her Series 7 and Series 66 licenses, as well as a Life, Accident & Health Insurance license.
A native of the Cincinnati area, Emily lives near Defiance, Ohio with her husband and two active sons. She attends the Defiance Christian Church and in her free time enjoys exploring National Parks, watching The Ohio State Buckeyes and the Detroit Lions with her children and husband. She and her family are also active in volunteering within the community. Other passions of Emily’s are quilting and DIY crafting.
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.
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*
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.
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.