Strategic Wealth Designers

Dawn Brannon - Raymond James, situated in Indianapolis, IN, is a financial services company dedicated to offering personalized wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they provide in-depth financial planning, portfolio advisory strategies, and client-tailored assistance to achieve specific financial objectives. Their approach, backed by extensive experience, focuses on guiding clients through intricate financial scenarios with meticulous analysis and individualized care. At Dawn Brannon - Raymond James, a commitment to sound risk management is paired with opportunities for clients to enhance, safeguard, and efficiently transfer their financial assets. While boasting a global presence, the company maintains a local community-centered ethos, ensuring that each client receives attentive, meaningful, and objective-driven solutions. By combining a wide-reaching scope with a personalized touch, Dawn Brannon - Raymond James stands out for its dedication to delivering comprehensive and tailored financial services to a diverse clientele. Generated using this brand's available information

Waddell & Reed in Indianapolis, IN is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on helping clients achieve their financial goals, Waddell & Reed provides personalized advice and guidance to navigate the complexities of the financial world. Generated from their business information