John C. Williams

credentialed and committed to our clients

Katie Parkins, CFP®, WMS
President, Executive Financial Planning Group
Financial Advisor, RJFS
Direct: 317.663.9808

Katie loves what she does as a financial planner. Her dedication and attention to detail are vital components of helping clients achieve their goals by providing comprehensive wealth management and managing portfolios with discretion.

A graduate of Ball State University in Muncie, Indiana, Katie holds a bachelor’s degree in management, with a concentration in information systems. Graduates of this program are typically recruited by a wide range of employers, from global consulting to finance and software firms. Katie chose financial services.

She began her career at Wachovia Securities before joining Raymond James & Associates in 2007 and Raymond James Financial Services in 2017.

She is a member of Pi Beta Phi women’s fraternity.

Katie is originally from Carmel, Indiana, and resides there with Gary Guarino, and children, Nick, Lexie and Libby.

She serves on VISTAS Advisory Board for Families First and on the Indiana Adult Guardianship State Task Force.

Katie attends Hazel Dell Christian Church.

Raymond James is not affiliated with the above entities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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3515 E. 96th St. // Indianapolis, IN 46240 // Phone: 317.564.9605 // Toll-Free: 855.564.9605 // Fax: 317.564.8810

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Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Executive Financial Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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