Indianapolis, IN 3515 E 96th St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

5

Of 6,448 advisors across 2,954 offices

Location

3515 E 96th St

Indianapolis IN 46240

Advisors at this office

5

Advisors at this office

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Kathryn P

CFP®, Series 63, Series 65

Indianapolis, IN

Raymond James Financial

Kathryn Parkins is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial. She has worked with various branches of Raymond James since 2007. Outside of her advisory role, she owns and operates several businesses, including a tax preparation service and a bookkeeping and administration company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary, tailored strategies supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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

Series 63, Series 65

Indianapolis, IN

Raymond James Financial

John Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James and its affiliates since 2008. Williams is involved with Executive Financial Planning Group, where he serves as a financial advisor. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and investment consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Indianapolis, IN

Raymond James Financial

Matthew Wolff is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previous experience with Raymond James Financial Services Inc., Executive Financial Planning Group Inc., and Marietta CPAs. Outside of his advisory work, he serves as an assistant coach for a travel baseball team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and investment consulting to client goals.

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

Series 63, Series 66

Indianapolis, IN

Raymond James Financial

Dawn Brannon Braun is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Indianapolis, IN. She holds Series 63 and Series 66 credentials and has 21 years of industry experience. She has operated Dawn Brannon Braun LLC since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools and supports specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting programs.

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

Series 66

Indianapolis, IN

Raymond James Financial

Kelli Popp is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James in various capacities since 2009. Outside of her advisory role, she owns a small business called Poppsicles, where she knits hats and scarves and manages sales through a web platform. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its 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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