Business
Prudential Advisors Welcomes Advisor Team from Raymond James with Over $550 Million in Assets
Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), continues its strong growth momentum in 2025, as it welcomes Premier Planning Partners, a Mishawaka, Indiana, practice with over $550 million in client assets. The all-female group is led by Managing Partners Michelle Bryant and Marcia Kamiak and includes Financial Advisors, Karen Carnes, Allison DeStefano and Senior Registered Client Service Associate, Angel Warner. Premier Planning Partners joined Prudential Advisor
About this update from Prudential Financial, Inc.
[{"type":"text","content":"Premier Planning Partners, an Indiana-based all-female firm, joins Prudential Advisors for growth opportunities and enhanced client support.","length":147,"tagName":"p","attribs":{}},{"type":"text","content":"NEWARK, N.J., Dec. 8, 2025 /PRNewswire/ -- Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), continues its strong growth momentum in 2025, as it welcomes Premier Planning Partners, a Mishawaka, Indiana, practice with over $550 million in client assets. The all-female group is led by Managing Partners Michelle Bryant and Marcia Kamiak and includes Financial Advisors, Karen Carnes, Allison DeStefano and Senior Registered Client Service Associate, Angel Warner. Premier Planning Partners joined Prudential Advisors from Raymond James Financial.","length":574,"tagName":"p"},{"type":"text","content":""We're thrilled to bring on such a great group of women who are changing the investment advisory landscape and empowering other women within the industry," said Braxton Barton, regional director, Prudential Advisors. "Premier Planning Partners is an impressive practice with plenty of options, but chose Prudential Advisors for our rapidly growing capabilities and service culture. As we expand our presence in the Midwest, we look forward to working with the Premier Planning Partners team to help ensure they have all the resources they need to provide their clients an exceptional experience and grow their practice."","length":644,"tagName":"p"},{"type":"text","content":"A full-service wealth management practice, Premier Planning Partners focuses on professional women, small business owners and financial windfall recipients. The seasoned team builds deep relationships with clients by understanding their motivations and behaviors – leveraging research and data to create customized financial planning strategies to help clients reach their financial goals.","length":389,"tagName":"p"},{"type":"text","content":""Prudential Advisors offers us the ability to scale our practice while providing our clients with more investment solutions and capabilities," said Michelle Bryant, managing partner, Premier Planning Partners. "Their modern infrastructure, technology suite, marketing services and business development support will allow us to grow our brand in Indiana and beyond. ...