FirstBank Investment Partners is now affiliated with Raymond James Financial Institutions Division. Through this new partnership, FirstBank’s investment program will now offer investment and wealth management services to its clients through Raymond James Financial Services, Inc., member FINRA/SIPC.
The bank’s investment division was previously affiliated with LPL Financial and made the switch after merging last fall with Franklin Synergy Bank, which had a longstanding partnership with Raymond James.
“The FirstBank Investment Partners team has always been dedicated to helping our customers make sound, strategic financial decisions and build a better future,” said Tripp Thompson, president of FirstBank Investment Partners. “The partnership with Raymond James will further our ability to provide innovative financial solutions, as well as advanced technology, tools and resources that will continue to ensure an outstanding service experience.”
Mr. Thompson oversees the new combined investments team that includes 22 advisors, 10 support staff and a branch manager, managing a combined $1.2 billion in client assets. FirstBank Investment Partners provides a variety of financial planning and investing services to customers including retirement planning, annuity, mutual fund and stock and bond investment, estate planning, college funding, and small-business financial planning.
“We are excited to continue our valuable partnership with the advisors and professionals from the former Franklin Synergy Bank, and to begin our new alignment with the team at FirstBank, as the two programs build their new legacy together as FirstBank Investment Partners,” said Tim Killgoar, senior vice president and FID national director. “We are proud they chose Raymond James FID as the optimal partner in delivering wealth management services to clients. We look forward to working with FirstBank Investment Partners as they continue to serve clients and grow their program.”
Learn more about FirstBank Investment Partners at FBInvestmentPartners.com.