Raymond James welcomes advisors managing $145 million to investment program at FNBO
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisors Nick Weber, CFA, CFP®, Jim Peavey, CFP®, ChFC® and Kevin Stone, CFP®, to First Investments & Planning, located at FNBO (First National Bank of Omaha), according to Stephen Kruchten, president of FID. With this new alignment, the advisors will provide clients with investment and wealth management services through Raymond James Financial Services.
The Kansas City-based advisors operate from multiple local offices and collectively manage approximately $145 million in client assets. They join from Country Club Trust Company, a subsidiary of Country Club Bank, which FNBO acquired in October.
“Nick, Jim and Kevin bring a disciplined, planning-focused approach and a strong commitment to client outcomes,” said Grace Austin, senior vice president and North division director of FID. “As FNBO advances its integration efforts, we’re proud to support the continued growth of this robust wealth management program with the resources and systems needed to ensure a seamless experience for its advisors and their clients.”
“We’re excited to continue building on the momentum within First Investments & Planning as we grow our team in the Kansas City market,” said Jennifer Benson, vice president of financial advisory services at FNBO. “This team’s client-first approach aligns with our culture and strengthens our ability to deliver a consistent, high-quality experience for clients.”
This transition marks the latest addition to First Investments & Planning, following the addition of four advisors from Country Club Bank announced in February.
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.76 trillion as of March 31, 2026. Additional information is available at raymondjames.com.
About FNBO
FNBO (First National Bank of Omaha), a subsidiary of First National of Nebraska, Inc. (FNNI), is one of the largest privately held banks in the US and has been in business for nearly 170 years. FNNI and its affiliates have $35 billion in assets and more than 4,500 employees. Headquartered in Omaha, Nebraska, with primary banking offices in Colorado, Illinois, Iowa, Kansas, Missouri, Nebraska, South Dakota, Texas and Wyoming, FNBO provides personal and business banking, mortgage, payment solutions, wealth management and more. Founded in 1857, FNBO has maintained its commitment to customers and helping build strong communities. Learn more at FNBO.com and connect on Facebook [facebook.com], X [twitter.com] and Instagram [instagram.com]. Member FDIC. Equal Housing Lender. Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. FNBO and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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