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Nathan P

Series 63, Series 66

Bloomington, IN

Raymond James Financial

Nathan Pendill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years. Outside of his advisory role, Pendill owns Pendill Farms LLC, where he manages agricultural operations including cattle and hay farming. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning and advanced analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Karen B

Series 66

Bloomington, IN

Raymond James Financial

Karen Brooks is a financial advisor at Raymond James Financial with five years of industry experience. Prior to joining Raymond James in 2023, she worked at Edward Jones from 2009 to 2023. Brooks also serves as an office manager for Pendill Wealth Management in Bloomington, IN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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