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Southside Bank Investment Services is a division of Southside Bank. Securities and investment advisory services are offered through Raymond James Financial Services Inc., member FINRA/SIPC.  Investment management and retirement planning are among the many services we offer.

Mutual Funds

Stock and Bond
Portfolio Analysis

IRA's

Annuities

Asset Management

Financial Planning
and Portfolio Management

ESOP Hedging Strategies

Joel P. Adams is the branch manager for Southside Bank Investment Services and Raymond James. He specializes in helping individuals accumulate and preserve wealth for retirement. Joel's clients look to him for assistance with asset allocation and retirement planning. He adheres to a long-term approach of relationship management by relying heavily on in-depth, personal financial planning to ascertain the specific financial needs of his clients. Southside Bank Investment Services is committed to your financial future.


CONTACT US
Please call 903-533-7300 for more information or to schedule an appointment.


Securities and annuities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker dealer and:

Are Not FDIC Insured May Lose Value Are Not Bank Guaranteed
Are Not Deposits Are Not Insured by Any Federal Government Agency

Office of Supervisory Jurisdiction located at:
1201 S. Beckham Ave. Tyler, Texas 75701
This site is published for 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.