Investment Services

Tax-advantaged, 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: professional 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

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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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.