Indianapolis, IN N Pennsylvania St Office

Teresa Esteb is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for 17 years and David Craig for 32 years. Teresa is currently associated with the Stonecrest Group within Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Chad Kaufman is a financial advisor with Raymond James Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 and is the owner of Stonecrest Group LLC, where he manages operations and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advisory services supported by analytical tools and a network of affiliated advisors.

Melinda Kean is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Morgan Stanley for 18 years before joining Raymond James and Stonecrest Group in 2020. Melinda is also an Associate and Client Services Director at Stonecrest Group, a support company based in Indianapolis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using analytical tools and supports its clients through a broad network with specialized programs in municipal finance and SIMPLE IRA advisory services.