#Raymond James #Prudential Advisors #Premier Planning Partners

Prudential Advisors Welcomes Premier Planning Partners

In a remarkable move that underscores its growth trajectory, Prudential Advisors has announced the welcoming of Premier Planning Partners, a distinguished all-female advisory firm based in Mishawaka, Indiana. This firm brings with it an impressive portfolio, managing over $550 million in client assets. The integration of this team is poised to enhance Prudential's client support capabilities, reflecting a commitment to fostering diversity and empowering women in the financial advisory industry.

About Premier Planning Partners

Headed by Managing Partners Michelle Bryant and Marcia Kamiak, along with their dedicated team, including Financial Advisors Karen Carnes and Allison DeStefano and Senior Registered Client Service Associate Angel Warner, Premier Planning Partners is well-equipped to cater to the unique financial needs of professional women, small business owners, and those encountering financial windfalls. Their client-centered approach is built on cultivating deep relationships through an understanding of clients' motivations and leveraging data to craft personalized financial strategies.

Reasons for Joining Prudential Advisors

The decision to join Prudential Advisors was influenced by the firm’s rapidly expanding capabilities and exceptional service culture. According to regional director Braxton Barton, the addition of Premier Planning Partners aligns perfectly with Prudential's strategic goals.