Investor Access
 

Mission Statement

As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.

We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the best options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.

Your Rights as a Client:

  • Courteous Service
  • A Trustworthy and Competent Financial Advisor
  • Suitable Recommendations
  • Timely Transactions at the Best Available Prices
  • Full Disclosure of Costs and Risks
  • Clear Communications
  • Comprehensive Statements and Trade Confirmations
  • Prompt Error and Complaint Resolution
  • Strict Confidentiality

Click here to read the Client Bill of Rights
                                                                                                                                               

Monroe Bank Brokerage Services
A department of Monroe Bank

2801 Buick Cadillac Boulevard
Bloomington, IN 47401
Phone: 812-331-3440
Toll Free: 800-319-2664
Fax: 812-331-3460
thomas.rillo@
raymondjames.com

Map & Directions

Securities and investment advisory services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC,
an independent broker/dealer,
and are:
  • NOT FDIC Insured
  • NOT GUARANTEED by the bank
  • Subject to risk and may lose value

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.

© 2008 Raymond James Financial Services, Inc. member FINRA / SIPC.     Privacy Policy