Edison Lakes Officeof Raymond James
 
 

About Us

The Raymond James Edison Lakes office is located on the second floor of the Mutual Bank Plaza, on the corner of Edison Lakes Parkway and Day Road.  Customer parking is accessible from either street.
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Mission Statement
Investor Relations
Press Center
In The Community
Leadership Team
Company History
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Raymond James In The News


PRESS CENTER

ST. PETERSBURG, Fla. – Raymond James Financial announced that it has completed its acquisition of Morgan Keegan, creating one of the country’s largest full-service wealth management and capital markets firms not headquartered on Wall Street.
See the full press release at the link below:
Raymond James Financial Completes Acquisition Of Morgan Keegan

ST. PETERSBURG, Fla. – In an effort to provide timely information to enable analysts and investors to stay better informed about the general trends in our major business segments, we are releasing selected operating statistics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
See the full press release at the link below:
Raymond James Financial Reports February 2012 Operating Data



Raymond James To Acquire Howe Barns Hoefer & Arnett, Inc.



February 08, 2008
Robert James Hall Of Honor Induction

In November 2007 Raymond James founder Robert A. James was inducted into the Pinellas Free Enterprise Hall of Honor by the Pinellas Education Foundation. Located at the Gus A. Stavros Institute in Largo, Florida, The Hall of Honor is a permanent monument to the Pinellas County business leaders who serve as examples to the students of Pinellas County schools. During the presentation, Bob was recognized for his legacy of community leadership and entrepreneurial spirit and for the impact he made on Pinellas County. Additionally, Bob’s story as a Pinellas business leader will be added to the Enterprise Village and Finance Park curriculum so all students in the county can learn from his example.




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Michelle Bryant
Branch Manager
Financial Advisor

With more than 19 years of experience in the financial services industry, Michelle Bryant advises clients on a broad range of retirement planning strategies.  As a Branch Manager and Financial Advisor for Raymond James, located in Mishawaka, Indiana, she focuses on listening to each client because she believes everyone's needs and financial goals for the future are unique.  Outside the office, Michelle enjoys fishing, family and pets, in addition to serving on the Board of St. Margaret's House.


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Karen Carnes
Branch Operations Manager

Karen Carnes began her career in the financial services industry in 1989.  She has been working with Raymond James since 2005.  She has served in a number of capacities, including that of financial advisor.  Karen is currently the branch’s operations manager and administrative assistant to the branch manager.  She also supports three financial advisors.  Karen has an Administrative Assistant degree and holds three securities licenses.

Karen has lived in the area most of her life.  She currently resides in Niles, Michigan, with her husband of twenty-three years.  They have one teenage daughter at home, and a son who resides in Mishawaka, Indiana.  Karen is a member of her church’s choir and is a preschool/kindergarten Sunday School teacher.  She also enjoys flower and vegetable gardening.

Raymond James believes it is essential to provide each client with the highest possible level of service.  Karen is firmly committed to this philosophy and strives daily keep it first and foremost.




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Brian Balint
Financial Advisor, MBA
Accredited Asset Management Specialist

Brian J. Balint is a financial advisor with Raymond James & Associates, Inc., in Mishawaka where he assists investors in their quest for financial independence and multi-generational wealth.  He has a passion for improving his clients’ investment efficiency with comfortable, proven strategies that help them accumulate, grow and preserve their assets.  Brian received his MBA from Indiana University and also holds a bachelor’s degree in business from IU with majors in administration and marketing.  He joined Raymond James & Associates, Inc., in 2007 after serving clients for nearly eight years at the former AG Edwards office in Mishawaka.  His investment credentials include the Accredited Asset Management Specialist designation from the College for Financial Planning and the Certificate in Financial Planning from Kaplan University.  Born and raised in the South Bend area, Brian is a U.S. Army veteran, 14-gallon blood donor and volunteer with Pet Refuge of Mishawaka.  He resides in Mishawaka with his wife, Pam, and their three dogs.  Their children, Bradley and Audrey, are recent graduates of the Indiana University School of Medicine in Indianapolis and the Case Western University School of Law in Cleveland, respectively.  Whether your objective is to develop a comprehensive financial plan, gain assistance with major life-stage decisions (such as college funding or the management of retirement plan distributions) or just explore ideas to potentially earn higher returns, you can depend on Brian for objective advice that focuses on your unique goals.  Call Brian today and put his client-focused work ethic and in-depth understanding of investments and economics to work for you!


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Elaine Kendell
Chartered Retirement Planning CounselorSM
Financial Advisor
Direct: 574-273-5244

Elaine joined Raymond James in December 2010 and has been in financial services since 2007.  Her industry designations include the Chartered Retirement Planning Counselor® designation from the College for Financial Planning.  In addition, she holds an ABA-approved paralegal certificate, a bachelor of science degree in business education, and will complete her MBA with a major in finance in May 2011.  Her practice emphasizes financial planning for small business owners, divorcing individuals, and those who are within 15 years of retirement.  Elaine grew up in Elkhart, IN, and returned to the Michiana community in 1982.  Her hobbies include gardening, cinema and travel.  She is a member of the board of the Potawatomi chapter of Kiwanis International, and is past president of the Michiana Paralegal Association as well as past Ethics Committee co-chair of the National Federation of Paralegal Associations.


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Bernard Packard
First Vice President, Investments
Direct: 574-273-9166

I joined Raymond James  in September 2009, and have been in the financial industry since 2000.  I attended Purdue University and graduated with a Bachelors Degree in Financial Counseling and Planning and a Bachelors Degree in Consumer Affairs.  During my last two years of school I interned with New York Life Insurance Company out of the Oak Brook Illinois office.  I am a Certified Financial Planner and my focus is Financial Planning, Estate Planning and active Portfolio Management. 
I reside in South Bend.  I married my college sweetheart Amy and we have 2 daughters, Delaney and Lucy and a son, Bernard “Eddie” the III.  In high school, I was a member of the LaSalle High School Marching Band, toured Europe for 3 weeks with the American Collegiate Band and a member of the Drama Club.  I was active in the Boy Scouts and obtained the rank of Eagle Scout.  I am also an active member of the Clay Township Volunteer Fire Department, where I hold the rank of Engineer.


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Cathy Packard
Senior Registered Service Associate
Direct: 574-243-9323

I joined Raymond James in September 2009, and have been in the financial industry since 1987. I hold all applicable security licenses. My primary responsibility is client service and all administrative needs. My personal interests include travel, reading, and my grandchildren, of which I now have 9. I live with my husband of over 35 years on our boat in St Joseph, Michigan.
 


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Jeannetta Robinson
Branch Marketing Specialist
Toll-Free: 800-690-7034

Jeannetta Robinson is a Branch Marketing Specialist with Raymond James.  She has attended Indiana University in Indianapolis and South Bend and is currently preparing for her securities license to better aid her advisors and their clients.  Jeannetta has four children and a soon to be step daughter as well as one grandson.  She is an active volunteer for Cystic Fibrosis related fund raisers and functions.  Jeannetta also enjoys boating on Lake Michigan, spending time with her family and reading.

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Jeff Nolen
Service Associate
Branch Technical Liaison - Certification Level 10

Jeff Nolen began his career in the financial services industry in 1985 as an assistant at his father's investment practice.  He later was employed by Merrill Lynch before moving in 1998 to McDonald Investments.  In 2005, Jeff was hired by Raymond James & Associates, Inc., to assist the branch manager with building and staffing the then-new Edison Lakes office.  Currently, Jeff assists the staff of the Edison Lakes branch office as an investment associate and serves as the branch's technical liaison with the firm's home office in St. Petersburg, Florida.  Outside of the office, Jeff enjoys cycling, running and golf.


 

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

By the numbers*

  • Over 6,200 financial advisors
  • More than 2.5 million client accounts
  • Over 2,500 locations throughout the United States, Canada and overseas
  • Approximately $479 billion in total client assets

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 7/23/2014

1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

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4100 Edison Lakes Parkway
Suite 210
MishawakaIN 46545
Phone: 574-243-5872
Fax: 866-522-9682
Toll-Free: 800-690-7034
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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