Peoples Financial Advisors Professional Staff
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Leigh Ann Baird
David B. Baker, CFA
Dan Coffill
Ronald L. Close, CFP
Trina K. Cummings
Gwynne A. Cunningham
Matt Edgell
Eric E. Erb
Michelle K. Forsythe
Scott Harris
Shaun Kiser
Staci Matheney
Leigh Ann Maynard
Lance McComis
Rose C. Nardi
Lori E O'Connor
Mark T. O'Connor, CFA
Debi Rhoades, AVP
Melissa Rose
Leanna Ross
April A. Sampson
Katie Sheridan
Angela Ward
Tina M. Weckbacher, CSOP, AVP
Jeffrey D. Welch
David Wesel, President PFA
Bobbi L. Wilson |
Contact us
Hours are from 8:00 am to 4:30 pm EST Monday - Friday.
Peoples Financial Advisors / Managed Accounts 800-860-6107
Brokerage / Raymond James 877-376-7576
Kentucky Clients 877-325-5228.
OSJ:138 Putnam Street, Marietta, Ohio 45750 * Phone (877) 376-7576 * Fax (740) 376-7112 * Securities and select investment advisory services offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, www.finra.org, an independent broker/dealer * Insurance products offered through Peoples Insurance Agency, Inc. * NOT FDIC Insured * NOT GUARANTEED by Peoples Bank * Subject to risk and may lose value.
Trust, Estate and Investment Management Services offered through Peoples Asset Management.
Each account custodied by Raymond James & Associates is protected for the net equity of the client's securities and cash positions.
The Securities Investor Protection Corporation (SIPC) provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment. Please visit www.sipc.org for more information about SIPC coverage.
We then provide additional protection (excess SIPC) through Customer Asset Protection Company, a licensed Vermont insurer rated A+ by Standard & Poor's.
Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations.
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.