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WELCOME TO OUR NEW PROGRESSIVE BANK WEBSITE!   Holiday Notice:  All offices of Progressive Bank will be closed on Monday, May 25th, in observance of the Memorial Day holiday.

 

Investment Services

Taxes, full-fare commissions, and an undefined investment strategy are only a few of the countless obstacles that keep us from our financial goals.

In today's complex investment climate, overcoming these barriers can be difficult. It helps to have experienced professionals who have access to quality investment tools. To find that combination, think Progressive: smart investment management through Progressive Financial Advisors, LLC!

Our financial advisors have aligned with Raymond James Financial Services, Inc. to provide investment products designed to meet your individual personal and business needs.

Wealth Management

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

Trent Crawford

Financial Advisor / Progressive Financial Advisors, L.L.C.
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.

RJ Broker Check

Jeremy Parker

Jeremy A. Parker

Financial Advisor / Progressive Financial Advisors, L.L.C.
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.

RJ Broker Check

Ramona Putnam

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.

RJ Broker Check

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, an independent broker/dealer, and are:

  • 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.

View the Raymond James Financial Services Privacy Notice.

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.

Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites' users and/or members.

 

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