Gateway Wealth Strategies is a subsidiary of Travelers Rest Bancshares, Inc. Since 1946, Bank of Travelers Rest – the oldest privately held financial institution headquartered in Greenville County, South Carolina – has grown from a one-room, 12-person operation to become one of the most successful independent banks in the Carolinas.
For more than 70 years, the bank’s commitment to community and conservatism has served it well, allowing it to stay strong, stable and profitable even during periods of widespread upheaval. In the face of the 2008/2009 recession, Bank of Travelers Rest took no TARP funds.
Through our association with the bank, our clients have access to the resources of a solid institution and the skills of a team of seasoned financial professionals – adept at managing the liability side of your business’s finances, as well as your personal “balance sheet.”
To learn more about the bank, visit bankoftravelersrest.com.
Gateway Wealth Strategies and Bank of Travelers Rest are independent of Raymond James Financial Services, Inc.
In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
A brief history
From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
It’s been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at raymondjames.com.
1 Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
*As of 6/30/2016
Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gateway Wealth Strategies and the bank are not registered broker/dealers and are independent of Raymond James Financial Services. 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.
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. © Raymond James Financial Services, Inc., member FINRA / SIPC
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CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.