Marion County Bank partners with Raymond James for investment and wealth management services
ST. PETERSBURG, Fla. – Raymond James’ Financial Institutions Division Managing Director John W. Houston announced that the advisors at Main Street Advisory Group, a Marion County Bank affiliate in Pella, Iowa, will offer investment and wealth management services to its clients through Raymond James Financial Services, Inc., member FINRA/SIPC.
The Main Street Advisory Group includes program manager and financial advisor Sam Vande Weerd, financial advisors Jason Rozenboom and Reid Evans, and sales associates Dawn Kleis and Julia Caldwell. Collectively, the advisors at Main Street Advisory Group manage approximately $150 million in client assets. The team previously partnered with IBA Securities, a division of Broker Dealer Financial Services Corp.
“We chose Raymond James because it provides its clients with superior research, technology and planning tools,” said Vande Weerd. “The breadth of the resources and the type of support available to its financial advisors will allow us to provide more in-depth service to our clients, and ultimately, to help them better achieve their financial goals.”
“We are pleased to welcome the professionals at Main Street Advisory Group to our Financial Institutions Division,” said Houston. “Their decision to partner with us is further proof that Raymond James’ resources and support continue to attract great bank advisors and investment programs. We look forward to helping the professionals at Main Street grow and expand their investment services, while supporting the client-first culture and values established by Marion County Bank.”
Vande Weerd has more than 10 years of experience in the financial services industry. He is a graduate of Central College with a master’s degree from Iowa State University. Rozenboom has been in the financial industry since 1995 and is a graduate of the University of Northern Iowa. Evans joined the financial industry after an 11-year career as an assistant football coach at Central College. He graduated with a bachelor’s degree from Central College and earned his master’s degree from the University of Northern Iowa.
The professionals at Main Street Advisory Group specialize in delivering personalized guidance and comprehensive wealth strategies tailored to clients’ unique financial goals.
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 approximately 6,600 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $506 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. Main Street Advisory Group, Marion County Bank and Raymond James are all independent entities.
About Marion County Bank
Chartered in 1935, Marion County Bank has grown to become the largest bank headquartered in Marion County while remaining locally owned and managed. Marion County Bank’s unique combination of size and local management allows for full-service, modern banking in a community minded and personal way. The bank’s investment division, Main Street Advisory Group, was started in 1996 to assist with the retirement planning needs of the bank’s clients. Main Street Advisory Group’s team has grown to a team of five individuals that reflect the same professional expertise, sound financial advice and personal service of Marion County Bank, which has been trusted for over 80 years.
For more information on Marion County Bank or Main Street Advisory Group, visit www.marioncountybank.com.