Investment Services

Wealth Management

• Investments
• Retirement Plans
• Our Investment Services Team
  
  

Retirement Plans

Over the years, retirement benefits have become increasingly important to small business owners and their employees. Through Raymond James Financial Services, our team is able to offer to you a menu of retirement plan options, including:

• Simplified Employee Pension (SEP)
• Simple IRA
• 401(k) Plans

Contact a member of our team today and let us help determine the appropriate options/strategies/choices for you and your company.

Our Investment Services Team

	Trent Crawford Financial Services / Progressive Financial Advisors, L.L.C. Financial Advisor, RJFS (318) 651-5025 (phone) trent.crawford@raymondjames.com Trent Crawford is a Financial Advisor for Progressive Financial Advisors, L.L.C. Trent has been associated with Progressive Financial Advisors and Raymond James since January 2015. Prior to joining Progressive, he worked for Edward Jones and Hibernia Investments. Trent is a University of Mississippi graduate and holds a Series 7, and Series 63 and Series 65 securities licenses. He also holds a Health and Life Insurance license which enables him to offer insurance products, such as annuities and life insurance. Trent is active in the local Rotary clubs.
	Jeremy A. Parker Financial Services / Progressive Financial Advisors, L.L.C. Financial Advisor, RJFS (318) 651-5160 (phone) jeremy.parker@raymondjames.com Jeremy A. Parker is a Financial Advisor for Progressive Financial Advisors, LLC Jeremy has been associated with Progressive Financial Advisors and Raymond James since January 2018. Prior to joining Progressive, he worked for Iberia Financial Services and for Metlife. Jeremy is a University of Louisiana at Monroe graduate and holds a Series 7, and Series 66 securities licenses. He also holds a Health and Life Insurance license which enables him to offer insurance products, such as annuities and life insurance. Jeremy spends his spare time with his family, fishing, hunting, and attending ULM football games.
	Ramona Putnam Branch Office Coordinator (318) 651-5012 (phone) ramona.putnam@raymondjames.com Ramona Putnam is the Branch Office Coordinator for Progressive Financial Advisors, L.L.C. She received her B.B.A. in General Business from the University of Louisiana – Monroe and has over twenty-nine years of banking and administrative experience. Ramona holds both her Series 7 and Life and Health Insurance licenses and is a licensed Notary Public.

Branch Address

1411 North 19th Street
Monroe, LA 71201

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.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, marketed as Progressive Financial Advisors.

• Not insured by bank insurance, the FDIC or any other government agency
• Not deposits or obligations of Progressive Bank
• Not guaranteed by Progressive Bank
• Subject to risk, including the possible loss of principal
• Progressive Financial Advisors, LLC and Progressive Bank are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Progressive Bank and Progressive Financial Advisors, LLC are separately owned and operated and are not independently registered as broker dealers or investment advisors. 

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