Greenwood, IN American Way Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

22

Of 5,810 advisors across 937 offices

Location

1530 American Way, Suite 230

Greenwood IN 46143

Advisors at this office

22

Advisors at this office

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Steven W

Series 66

Greenwood, IN

Raymond James & Associates

Steven Woods is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at Raymond James since 2016 and is also the owner of LTC Solutions, Inc., a long-term care and life insurance agency. Outside of finance, Woods has been involved in the National Football League as an official since 2017 and serves on the Investment Committee of the NFL Referee's Association, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides services to individual, institutional, and municipal clients through financial planning, non-discretionary investment consulting, and specialized advisory programs.

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

Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Bryan Epperson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James since 2016 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2014 to 2016. Outside of his advisory role, he serves as a board member for the Persimmon Woods Homeowners Association, where he participates in budgeting and neighborhood issue resolution. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services supported by research and diverse portfolio management options.

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

Series 63, Series 65

Greenwood, IN

Raymond James & Associates

James Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1996. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

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

Series 65, Series 66

Greenwood, IN

Raymond James & Associates

Sarah Eder is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with Raymond James since 2015. Outside of her advisory role, she manages a private residence used for short-term rentals through platforms like Airbnb and VRBO. 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 consulting services, drawing on a variety of portfolio management styles and affiliated research.

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

CFP®, Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Brian Linder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2017 and previously spent eight years with Bank of America. He is based in Greenwood, IN. Raymond James & Associates, Inc. is a large, dually registered 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 financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

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

Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Ulrich Koenig is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering a range of financial planning and consulting services alongside municipal advisory and market-making roles.

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

Series 63, Series 66

Greenwood, IN

Raymond James & Associates

Douglas Stewart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Raymond James since 2019, following prior roles at Pacific Life Insurance Company and Indiana University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by various portfolio management styles and research resources.

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

CFP®, Series 66

Greenwood, IN

Raymond James & Associates

Kyle Hensley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has been with Raymond James & Associates since 2009 and previously worked at the Indiana Commission for Higher Education from 2014 to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 66

Greenwood, IN

Raymond James & Associates

Susan Ramey is a financial advisor at Raymond James & Associates with 24 years of industry experience. She has been with Raymond James & Associates since 2009 and holds the Series 63 and Series 66 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

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

CFP®, Series 66

Greenwood, IN

Raymond James & Associates

Stephen Colligan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Prior to this, he worked at Franklin College for four years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional fiduciary solutions.

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

Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Jeffrey Kirkhoff is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Raymond James since 1999 and has been involved with Roney & Co. since 1994. Outside of his advisory work, he serves as an assistant girls basketball coach at Whiteland High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and pension plans. The firm offers financial planning and investment consulting services with tailored, generally non-discretionary advice supported by a range of portfolio management styles and affiliated research.

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

CFP®, Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Richard Hinesley is a CFP® with 25 years of industry experience, currently with Raymond James & Associates. He previously spent 10 years at The Huntington Investment Company before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Scott Mings is a financial advisor with Raymond James & Associates in Greenwood, IN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he is also an author. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Douglas S

Series 66

Greenwood, IN

Raymond James & Associates

Douglas Stewart is a financial advisor with Raymond James & Associates in Greenwood, IN, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is the owner of DWS Venture Investments, LLC, a business venture started in 2020. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services that combine various portfolio management styles with firm research and model manager options.

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

CFP®, Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Erik Weiss is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, with a combined tenure of over a decade at these firms. Raymond James & Associates 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, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies.

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