Prudential Advisors announced the recruitment of Premier Planning Partners, a Mishawaka, Indiana, practice with over $550 million in client assets. The all-female group, led by Managing Partners Michelle Bryant and Marcia Kamiak, includes Financial Advisors Karen Carnes and Allison DeStefano, as well as Senior Registered Client Service Associate Angel Warner. The team was previously affiliated with Raymond James.
“Premier Planning Partners is an impressive practice with plenty of options, but chose Prudential Advisors for our rapidly growing capabilities and service culture,” said Braxton Barton, Regional Director at Prudential Advisors. “As we expand our presence in the Midwest, we look forward to working with the team to help ensure they have all the resources they need to provide their clients an exceptional experience and grow their practice.”
Premier specializes in serving professional women, small business owners and financial windfall recipients.
“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 at Premier. “Their modern infrastructure, technology suite, marketing services and business development support will allow us to grow our brand in Indiana and beyond.”
In 2025 through Oct. 31, Prudential Advisors recruited financial advisors with over $3 billion in client assets, increasing advisor 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,” added Patrick Hynes, President of Prudential Advisors.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
