About Us
Based in Archbold, Ohio, the F&M Bank has been a stable financial institution for over 110 years, comprised of 19 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 award-winning 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!
- Bachelor's Degree from Defiance College
- Undergraduate Degree in Business, major in Accounting
- Series 7, 66, 24 and 53 securities licensing
- Life, Accident and Health Insurance licensing
- Over 10 years industry experience
Beth serves clients in Defiance, Williams and Fulton counties. She offers expertise in wealth accumulation, wealth management, retirement planning, college funding, professional money management, as well as estate planning. A Northwest Ohio native, Beth is an active member of St. John Lutheran Church, where she is involved as an organist and choir member. She enjoys reading, music, Ohio State football and basketball, and time with her family.
Adam serves the Indiana and Northwestern Ohio communities of Farmers & Merchants State Bank. He meets with both customers and non-bank customers on a daily basis and helps them solve their financial problems. He helps clients preserve and create wealth, manage that wealth, and eventually pass their wealth on to future generations.
Adam has a Bachelors of Business Administration from the University of Cincinnati in Finance and Management. He is a Registered Representative who has passed the FINRA Series 7, 63, 65, 24, and 53 examinations. He holds both IN and OH State Insurance Licenses and is a CERTIFIED FINANCIAL PLANNERTM Professional.
Adam's areas of specialization include: Asset Allocation, Banking, Business Succession Planning, Debt Management, Divorce Issues, Education Planning, Insurance, Investment Planning, Retirement Planning, Small Business Planning, Social Security Planning, Tax Planning, Wealth Management, Women's Finances, Young Professionals
Adam lives on Lake James with his wife and 6yr old son. He is a member of the Angola Rotary Club, Angola Masonic Lodge, SonLight Community 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.
- Series 7 Securities License
Jean has been a Client Service Manager with FM Investment Services, division of Farmers & Merchants State Bank for the past 5 years; employed by the bank since 1990. Jean lives in Archbold, OH and is a member of New Hope Community Church. She enjoys time with family - especially grandchildren - and appreciates art, jazz music, college sports, and day trips with friends.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
- NOT FDIC Insured
- NOT GUARANTEED by the bank
- Subject to risk and may lose value
- Not a deposit
- Not insured by any government agency
- Raymond James is not affiliated with the financial institution or the investment center
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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