Kokomo, IN W. Sycamore Street Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

400 W. Sycamore Street

Kokomo IN 46901

Advisors at this office

5

Advisors at this office

user avatar

Taylor M

Series 66

Kokomo, IN

Raymond James Financial

Taylor Mills is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Raymond James and First Farmers Bank & Trust since 2019. Outside of his advisory work, Mills serves on the finance committees of multiple local nonprofit organizations, including the Carver Community Center and the Kokomo BobKats Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports specialized services such as municipal advisory and SIMPLE IRA employer consulting.

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

Benjamin H

Series 66

Kokomo, IN

Raymond James Financial

Benjamin Harris is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at LPL Financial and Community First Investment Group. His background also includes roles in education and local government in Indiana. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports a broad advisor network, and maintains 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
user avatar

Michael R

Series 63

Kokomo, IN

Raymond James Financial

Michael Ricci is a financial advisor with Raymond James Financial in Kokomo, IN, holding a Series 63 designation and possessing 40 years of industry experience. He has worked with Raymond James and First Farmer's Bank & Trust since 2012. Outside of financial advising, he has occasionally worked as a freelance play-by-play sportscaster for radio and podcasts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains 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
user avatar

Irene R

Series 63, Series 65

Kokomo, IN

Raymond James Financial

Irene Rolland is a financial advisor with Raymond James Financial in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Raymond James Financial since 2009 and has also worked with First Farmers Bank & Trust since 2007. In addition, she serves as a branch manager for a First Farmers support company. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary recommendations to client goals and supports municipal and public-finance advisory 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
user avatar

William B

Series 66

Kokomo, IN

Raymond James Financial

William Brutus is a financial advisor with Raymond James Financial in Kokomo, Indiana, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors for four years and has been associated with First Farmers Bank and Trust and First Farmers Investment Group since 2019, where he serves as Vice President. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains notable municipal advisory affiliations and specialized advisory programs.

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