Planning for What Comes Next
Whether you're preparing for retirement, building wealth, or planning for a major life change, our team at Serv Financial Services, a division of Servbank, N.A. is here to help. Through our alignment with Raymond James Financial Services, Inc., we offer personalized investment strategies designed to help you reach your goals, with confidence and clarity.
Ready to start planning? Call us at (815) 432-5231 or email an advisor today.
What We Offer
- Retirement Planning
- Investment Management
- Financial Goal Setting
- Business & Personal Wealth Strategies
We take the time to understand your needs and tailor solutions that fit your life, not just your portfolio. Meet your team below or visit the Raymond James website today to learn more about these services.
Check Your Advisor on FINRA’s BrokerCheck
Meet Your Team
Kelly Berry, CRPC©
Branch Manager & Investment Management Consultant
204 E. Cherry Street, Watseka, IL 60970
Suite 100
(815) 432-5231
Text: (815) 393-1220
Kelly.Berry@raymondjames.com
Susan Hoover, FPQP™
Financial Advisor & Investment Management Consultant
204 E. Cherry Street, Watseka, IL 60970
Suite 100
(815) 432-5231
Text: (815) 205-0148
Susan.Hoover@raymondjames.com
Erin Heeren
Financial Advisor
204 E. Cherry Street, Watseka, IL 60970
Suite 100
(815) 432-5231
Erin.Heeren@raymondjames.com
Luke Thomas
Branch Office Assistant
204 E. Cherry Street, Watseka, IL 60970
Suite 100
(815) 432-5231
Luke.Thomas@raymondjames.com
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serv Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisers, Inc.
Servbank N.A., Iroquois Federal and Serv Financial Services are separately owned and operated and not independently registered as broker-dealers or investment advisers.
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 investments and services are available in every state. Investors outside of the United States are subject to securities and tax regulations within the applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information or availability.
Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or the respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Serv Financial Services is a division of Servbank, N.A. Servbank, N.A. is not a registered broker/dealer, and is independent of Raymond James Financial Services.