Asset Management

Illinois Firm Aligns With Raymond James On Wealth Management Program

Editorial Staff October 14, 2025

Illinois Firm Aligns With Raymond James On Wealth Management Program

Under the agreement, the wealth management operation will provide clients with services via Raymond James's financial institutions arm.

Illinois-based First National Bank of Sparta has chosen the financial institutions division of Raymond James to support its investment program, Patton Wealth Management.

PWM will provide clients with wealth management services through Raymond James Financial Services, Raymond James said in a statement yesterday. 

Based in Sparta, Illinois, PWM is led by financial advisor Brian Patton, who manages about $261 million in client assets. Patton is supported by branch professionals Pam Burns and Becky Ohms.

Patton – previously affiliated with Commonwealth Financial Network – brings more than three decades of experience in the financial services industry. He began his career at The Heitner Corporation before becoming an advisor with Investment Centers of America, Inc. Patton, who founded PWM in 2017, holds a bachelor’s degree in business from Eastern Illinois University.

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