Investing for the Future
At Bank of Travelers Rest, we know your financial future is important to you, and that finding the right advice is critical to making smart choices with your money. That's why we offer our customers a unique relationship with Raymond James Financial Services. Our Financial Advisors have the experience and expertise to provide you with comprehensive answers for your personal situation. Since no one strategy fits every person, let our advisors help you make sense of it all by identifying your objectives, and then building a customized approach to match your personal goals. Whether your needs are personal or corporate, straightforward or complex, we can offer you the prompt, personalized guidance you deserve to help you on your way to a more prosperous future.
Raymond James Financial Services, Inc., member FINRA/SIPC , provides financial expertise and guidance to hundreds of thousands of individuals, corporations, and municipalities nationwide.
| Mutual Funds | Complete spectrum of investment objectives and risk parameters. |
| Retirement Account | Both qualified and non-qualified plans including 401(k), profit sharing. |
| Tax Deferred Annuities | If you don't like having to pay taxes on your current investments, we can show you how your investment and any earnings can compound tax-deferred until withdrawn. With a tax-advantaged investment, your savings have the potential to grow faster than a taxable investment earning the same rate of return. |
| Stocks | Common and preferred equity issues of publicly traded companies. |
| Bonds | U.S. Treasury, tax-efficient municipal, corporate and convertible bonds. |
| Investment Research | Covering top regional and national companies. |
| Trust Services | Complete range of services available. |
We understand the importance of preparing for your financial future. You should evaluate all your options carefully. When you're finished, we think you'll find we offer everything you're looking for... and more. For more information or to schedule an appointment, please call or email the Financial Advisor in your area
 Gary Pouch Registered Principal Branch Manager 42 Plaza Dr Travelers Rest, SC 29690 Phone: 864.834.9031 Toll Free: 888.557.2265 Fax: 864.834.5276 Read Gary's Bio Email Gary |
 Chris Beard, CFP® Certified Financial PlannerTM Professional 201 Pelham Road Greenville, SC 29611 Phone: 864.660.7647 Toll Free: 888.557.2265 Fax: 864.298.0049 Read Chris' Bio Email Chris |
If you are an existing Raymond James customer and wish to view your account online, please contact us.
Bank of Travelers Rest is independent of Raymond James Financial Services, Inc.. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer not affiliated with Bank of Travelers Rest, are: not FDIC or any government agency insured, not deposits and not guaranteed by the bank, and subject to risk and may lose value.
This site is published for the residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states 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.
