Wealth management services for the seasoned and first-time investor alike.

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Brokerage Services
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Monroe Bank provides brokerage services through Raymond James Financial Services, Inc. With an experienced financial advisor located conveniently at Monroe Bank, we help the individual investor reach their long-term goals.

For further details, visit Raymond James Financial Services at Monroe Bank.

Brokerage Services
 

Whether you are a first-time investor or a sophisticated trader, Monroe Bank can accommodate your investment needs. Through an affiliation with Raymond James Financial Services, you can visit with a registered investment representative at Monroe Bank who will provide you with the investment advice and service you need to help you build and maintain your wealth.

Products and Services:

• Stocks
• Bonds
• Mutual funds
• Fixed and variable annuities
• Insurance
• Estate planning
• CDs
• Money market funds
• Tax-deferred annuities
• On-line account access
• On-line trading
• Asset management
• Public financing
• Traditional & Roth IRAs
• Trust services
• Retirement plans

For details on Monroe Bank’s brokerage and investment services, and how to contact the registered investment representative nearest you, contact us today via e-mail or at (812) 331-3440.

Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer.
Disclosures
  Monroe Bank does not provide tax or legal advice. Please see your tax advisor or attorney to determine how information contained in this Wealth Management Services web site may apply to your own situation. Investment products, including brokerage services, are offered through Raymond James Financial Services, Inc., a registered broker dealer, member FINRA/SIPC. Annuities are underwritten by licensed insurance companies that are not affiliated with Monroe Bank.

Investment and Insurance products:
* Are not insured by the FDIC or any other government agency
* Are not deposits of or guaranteed by the bank
* May lose value

 
   
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