Landmark Bank recently made a significant switch, aligning with Raymond James Financial, a nationally recognized firm, as its consultant and broker.
Raymond James, a firm engaged primarily in investment, financial planning, brokerage and asset management, will work with Landmark Bank personnel in this area on behalf of its customers.
Landmark Bank Financial Consultant Miles James and Sales Assistant Carla Norris are part of the bank’s southern Missouri wealth management team, which covers eight bank locations in southern Missouri. The bank is at Licking, Houston, Cabool, Mountain Grove, Willow Springs, Mountain View, West Plains and Birch Tree. Their principal work centers on helping customers with investment strategies, retirement planning, insurance, estate planning and annuities, and in ways to help businesses continue to grow, caring for employees and making appropriate decisions for the future — while utilizing the services of Raymond James to streamline the process.
The Landmark Banks of southern Missouri work with an 800-customer portfolio with more than $65 million under asset management.
Landmark Bank customers will see immediate advantages, it says. That’s because the tools available to conduct business are more advanced, enabling wealth management advisers to better care for those they represent; the technology is at a higher level and more user-friendly, and the job of moving funds back and forth smoother and quicker than before. To ensure an efficient transfer, the same Landmark people are in charge — making sure that any bumps in the road are avoided.
“I’m confident that the variety of products and services available through our new alignment with Raymond James will significantly benefit our customers’ investment and retirement planning goals,” said Miles James.
“We want to help clients in simplifying their financial lives. This transition will help us extend that strategy, as our new platform enables us to provide them a wider variety of choices,” Norris added.
Landmark Bank has about $2.4 billion in assets and 42 locations in 29 communities across Missouri, Oklahoma and Texas.