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Gretchen B

Series 66

Sullivan, IN

Raymond James & Associates

Gretchen Burkhart is a financial advisor at Raymond James & Associates with five years of industry experience and a Series 66 credential. She previously worked at Edward Jones and has a background that includes a period in full-time education. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and advisory services with a variety of portfolio management styles and affiliated research support.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gabriele H

Series 66

Sullivan, IN

Raymond James & Associates

Gabriele Hoops is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she worked at Burkhart Insurance Agency and Edward Jones, among other roles in insurance and community foundation settings. She occasionally assists with financial and tax-related tasks for Hoops Land Solutions LLC, a business owned by her spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bryan B

Series 63, Series 66

Sullivan, IN

Raymond James & Associates

Bryan Burkhart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 31 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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