Prudential Advisors Adds Former Raymond James Team With $550M-Plus Assets

Prudential Advisors, the retail arm of Prudential Financial Inc., added Premier Planning Partners, a Mishawaka, Ind., practice with more than $550 million in client assets. Premier Planning Partners joined Prudential Advisors from Raymond James Financial.

The all-female group is led by Michelle Bryant and Marcia Kamiak, managing partners, and includes Karen Carnes, Allison DeStefano, both financial advisers, and Angel Warner, senior registered client service associate.

“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 at Prudential Advisors. “Premier Planning Partners … 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.”

A full-service wealth management practice, Premier Planning Partners focuses on professional women, small business owners and financial windfall recipients. The team builds 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.

“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. Prudential’s client-first, values-driven culture was a perfect fit with our practice.”

The addition of Premier Planning Partners continues the momentum Prudential Advisors has enjoyed in 2025. The firm has welcomed new financial advisers representing more than $3 billion in client assets and increased adviser headcount by nearly 9%.

“Our ability to attract experienced, successful advisor teams perfectly represents where Prudential Advisors is headed and confirms that our value proposition is resonating with the best advisors in the business,” said Patrick Hynes, president of Prudential Advisors.

Prudential Advisors employs about 3,000 financial advisers nationwide. Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.6 trillion in assets under management as of Sept. 30, 2025, has operations in the United States, Asia, Europe, and Latin America.

Also leaving Raymond James, Shawn Gentle of Gentle Family Wealth Partners joined LPL Financial’s broker-dealer and registered investment adviser platform in October. He reported serving approximately $280 million in advisory, brokerage, and retirement plan assets.

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