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5 advisors near 47454
Out of 400,000+ nationwide
Andrew H
Series 66
Paoli, IN
Edward Jones
Andrew Hawkins is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana. He has two years of industry experience and previously worked in education and auction services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.
Jennifer B
Series 66
Mitchell, IN
Raymond James & Associates
Jennifer Baker is a financial advisor with Raymond James & Associates in Mitchell, Indiana. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at IU Health Paoli Hospital and spent time as a homemaker. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with additional expertise in public finance and municipal services.
Gretchen A
Series 66
Paoli, IN
Edward Jones
Gretchen Anderson is a Series 66-licensed financial advisor with Edward Jones in Paoli, Indiana, and has 23 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, Anderson serves as President of the Paoli Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Wesley W
Series 66
Paoli, IN
LPL Financial
Wesley Whitfield is a financial advisor with LPL Financial in Paoli, Indiana, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for three years and spent six years with the Paoli Community School Corporation, where he occasionally drives a school bus and participates in extracurricular activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory products.
James S
Series 63, Series 66
Mitchell, IN
Raymond James & Associates
James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he owns rental real estate. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services spanning retail, wrap fee advisory programs, and institutional consulting.
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5 advisors near 47454
Out of 400,000+ nationwide