Vicky has been a financial advisor for more than 25 years helping families and businesses plan for the future and invest wisely. While specializing in retirement and distribution planning, Vicky and her team advocate a comprehensive approach to financial planning that integrates cash flow, taxes, insurance, investments, and estate planning within the framework of a prudently designed financial plan. She has advised retirees and pre-retirees, including key executives of local Naperville companies such as Nalco, Lucent, BP, Tellabs, and others. Vicky also works with police and fire departments, teachers and other public service employees. She has been a Branch Manager since 1993. Along with her colleagues, she opened the Raymond James Naperville Branch in November 2008.
She is a graduate of Milliken University and received her Master’s in Financial Planning in 2005. She is a Certified Financial Planner® (CFP®) and has earned the Certified Investment Management Analyst® (CIMA®) designation. Vicky is on the board of the James Jordan Foundation and also on the Financial Advisory Board for the City of Naperville (2009-2012). She lives in Naperville with her husband Gary and their two children. She enjoys snowmobiling, reading, community service and running.
Ruth Doepel is the founder of Doepel Wealth Management Group of Raymond James and Associates.
While specializing in retirement and distribution planning, Ruth advocates a comprehensive approach to financial planning that integrates cash flow, tax, insurance, investments, and estate planning within the framework of a prudently designed financial plan.
Ruth has been helping families plan for their future and invest wisely for over a decade. She has advised retirees and pre-retirees, including key executives of local Naperville companies such as Nalco, Lucent, BP, Tellabs, and others. Ruth also works with many teachers and other public service employees.
Ruth is a Certified Financial Planner™ (CFP®) and attended the CIMA training program at The Wharton School, and thereafter received her designation as a Certified Investment Management Analyst (CIMA®). As the premier designation in the industry, the CIMA program offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy, and performance measurement. Ruth holds 2 active securities licenses (Series 7 & 63) and is registered in 28 states.
Ruth and her husband Edwin have 3 children and make their home in Yorkville, IL.
With over 20 years in the financial services industry, Therese focuses on assisting clients with financial planning and investment selection. Prior to moving the Meike Wealth Management Group to Raymond James & Associates, Inc. in the fall of 2008, she was a financial consultant and Vice President - Investments with A.G. Edwards for 14 years, and practiced as a Certified Public Accountant prior to that. As a CERTIFIED FINANCIAL PLANNER™ professional, she has professional credentials in the investment planning process and offers her clients comprehensive financial plans. Therese has an in-depth understanding of the financial planning needs of families, business owners, and executives.
Therese graduated Magna Cum Laude from Eastern Michigan University with a Bachelors degree in Business Administration, completed her CPA in 1990, and her CFP® certification in 1995. Therese holds Series 7, 63, and 31 securities licenses as well as life, variable annuity and long-term care insurance licenses. When not working with clients, she enjoys spending time with her husband, Bill, five grown children and her two granddaughters. Therese also enjoys a wide range of hobbies: golf, tennis, photography, gardening, traveling and her border collie, Lucy. She is a volunteer in the Fox Valley Habitat for Humanity and was previously on the Board of Directors for the Community Career Center in Naperville.
Eric began his career in the financial services industry with Wells Fargo. In early 2007, he joined AG Edwards as a Financial Advisor and a member of the Meike Wealth Management Group. In the fall of 2008 Eric made the move to Raymond James with Therese and Laura. Eric is a graduate of Purdue University where he earned a Bachelor of Science degree in Financial Planning and Counseling and also holds the CHARTERED RETIREMENT PLANNING COUNSELORSM designation from the College for Financial Planning. Eric holds Series 9/10, 7, 66, and 31 securities licenses as well as life, variable annuity and long-term care insurance licenses. Eric focuses on working with clients to determine goals, implement financial plans, and monitor those plans.
Eric currently resides in Lisle with his wife, Rachel, and daughters, Noelle and Elise. When not working he enjoys spending time with his family, golfing, college sports, and boating. He is also a board member for Dorothy’s Family a 501c (3) charitable organization dedicated to providing medical treatment and support services to pediatric cancer patients and their families. Eric is also a participant and sponsor in the Benet Academy Alumni Golf Outing.
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.
