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About Us
As an independent professional advisor, Gary focuses on being a partner in helping to build the financial future of his clients. Through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service, Gary helps his clients achieve financial independence. As a Wealth Management Specialist, Retirement Plan Consultant, and a graduate of the Institute of Investment Management Consultant, he provides his clients with more than 11 years experience in the financial services industry. After 28 years with F.C. Tucker Company as Senior Vice President, Residential Division, Gary joined Raymond James in 2001. He specializes in the fundamentals of wealth accumulation and management, measurement of investment risk and return, asset allocation, insurance alternatives, business ownership and planning, as well as retirement and estate planning. Gary earned his bachelor’s degree in Economics from Franklin College. He has been married to his wife, Barb, for 40 years and has two grown sons. His dedication to his community is apparent with his involvement not only in various community committees, but also on the boards of several publicly-traded Indiana banks. Since 1992, he has continuously served on numerous not-for-profit and foundation boards as a director or trustee. Gary additionally serves on the Indiana Pension Management Oversight Commission which oversees 20 plus billion dollars of retirement assets for Indiana public employees. 
Carrie Kelso
Senior Registered Client Service Associate
Wealth Management Specialist
Carrie has been a fully licensed investment professional for more than 15 years. She holds an Associate degree in Banking & Finance from the University of Indianapolis as well as a Paralegal Certification from IUPUI. Carrie has been with Raymond James for 11 years and in the financial services industries for a total of 25 years. About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return. |
701 E. County Line Road
Suite 302
Greenwood, IN 46143
Phone: 317-885-0114
Fax: 317-885-2609
Toll-Free: 800-382-9487
Contact Us
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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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