Landmark Bank Partners with Raymond James for investment and wealth management services
ST. PETERSBURG, Fla. – John W. Houston, managing director of the Financial Institutions Division of Raymond James, announced that the advisors at Landmark Investments, a Landmark Bank affiliate operating in Texas, Oklahoma and Missouri, will offer investment and wealth management services to its clients through Raymond James Financial Services, Inc., member FINRA/SIPC.
The investment services team is led by Executive Vice President, Wealth Management Director Douglas Moore and was with Cetera Investment Services for more than 18 years prior to partnering with Raymond James. The Landmark team includes eight financial advisors: DeAnn Peter, Jackie Shupe, Joe Cricchio in Columbia and Miles James in Houston, Missouri; Leah Anne Brooks in Durant, and Erik Handcock in Ada, Oklahoma; and Dave Reed in Denison and Jason Fox in Gainesville, Texas. Collectively, the advisors at Landmark Investments manage about $450 million in client assets and produce about $2.6 million in annual revenues.
“Landmark Bank has a customer-focused strategy called ‘here for you’ banking which, among other things, prioritizes customer success through experienced advice,” said Landmark Bank President and CEO Kevin Gibbens. “The broad array of financial options and resources offered by Raymond James empowers our brokers and fits well with this strategy.”
“We are delighted to welcome the advisors at Landmark Investments to the Financial Institutions Division of Raymond James,” said Houston. “Their ‘here for you’ strategy is totally aligned with our firm’s client-first focus. Our track record of helping our affiliated investment programs expand their services and diversify their offerings – particularly with fee-based over commissionable investments – was important to Landmark. We are looking forward to a long and mutually rewarding partnership.”
Through Raymond James Financial Services, Inc., the advisors at Landmark Investments offer access to financial planning, investment advisory service and life and health insurance.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,400 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with more than 6,500 financial advisors serving in excess of 2.7 million client accounts in more than 2,600 locations throughout the United States, Canada and overseas. Total client assets are approximately $489 billion.
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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Landmark Investments, Landmark Bank and Raymond James are all independent entities.
About Landmark Bank
Landmark Bank is a community bank with $2.2 billion in assets and 42 locations in 28 communities across Texas, Oklahoma and Missouri. For more information, visit www.landmarkbank.com or call (800) 618-5503.