Raymond James has just enhanced its capabilities in Indiana as it welcomes two advisors in the region. The broker-dealer giant bolstered its financial advisory team in the Hoosier State with the addition of Jefferson Hankins and Kurt Boggs, former financial advisors at PNC Investments.
The duo, managing a portfolio previously valued at approximately $170 million, has joined Raymond James Financial Services, the firm’s independent advisor channel, according to David Sisemore, the Midwest division director.
Based in Warsaw, Indiana, Hankins and Boggs operate as the Hankins & Boggs Group under the umbrella of Reynolds Wealth Management.
Their practice specializes in holistic financial planning, retirement and income strategies, investment management, and insurance planning, providing comprehensive services tailored to meet the diverse needs of their clients.
"After careful consideration and a thorough multiyear due diligence process, we chose to align with Reynolds Wealth Management and Raymond James," Hankins explained in a statement Friday. "This collaboration allows us to offer a full-service experience that includes financial planning, enhanced investment options, and banking and lending solutions, grounded in our shared commitment to trust and doing what's right for our clients."
Hankins started in the financial services sector in 2004, while Boggs joined the industry as a financial advisor in 2015.
"With Raymond James' extensive resources combined with our client-first approach, we are eager to deliver customized strategies that address the unique financial goals of our clients," Boggs said.
The firm is welcoming the two advisors in Indiana shortly after it added a former Wells Fargo advisor in Florida and a California-based advisor from Morgan Stanley.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
