Katie Parkins,
CFP®, WMS™ President, Executive Financial Planning Group Branch Manager, RJFS
Katie Parkins was named to the 2026 edition of the Forbes list of Best-in-State Women Wealth Advisors†.
As a financial advisor and branch manager, Katie Parkins is known for her thoroughness, honesty and commitment to delivering thoughtful and competent advice. She leads her team with a client-first philosophy and coordinates firm resources to ensure that clients receive personalized strategies tailored to their goals.
A graduate of Ball State University with a degree in management of information systems, Katie also holds the Certified Financial Planner® and Wealth Management Specialist (WMS™) designations. She is licensed in insurance and securities and has more than 20 years of industry experience and has worked with executives of all company sizes, including Fortune 50 companies. Prior to joining Raymond James in 2007, she began her financial services career at Prudential Securities in 2002.
Katie values volunteerism and serves her community as a member of the Working Interdisciplinary Network of Guardianship Stakeholders (WINGS). She is also an active member of Pi Beta Phi sorority.
She lives in Carmel with her husband, Gary, and their daughters, Lexie and Libby. Her son, Nick, and his wife, Taylor, live in Aurora, Ontario, Canada. Outside of work, Katie enjoys traveling in her RV, reading, shopping, watching movies and live entertainment and playing with her four dogs, Louie, Gigi, Sugar and Ginny.
Katie Parkins Receives 2025 Indiana529 Award of Excellence
Raymond James Financial Services is proud to announce that Katie Parkins has been named a recipient of the 2025 Indiana529 Advisor Top Producer Award of Excellence, presented by the Indiana529 Advisor Savings Plan.
The Award of Excellence recognizes financial professionals who have demonstrated exemplary performance and an ongoing commitment to helping Indiana families plan and save for future educational costs. For the 2025 calendar year, of the more than 13,000 advisors authorized to offer the Indiana529 Advisor Savings Plan across Indiana, only 91 individuals received this distinction for the 2025 calendar year, based on meeting or exceeding $350,000 in annual contributions.
Katie has built her practice on the belief that every family deserves a clear, confident path toward loved one’s educational future. This recognition reflects both the quality of her work and the trust her clients place in her guidance.
"It is an honor to be recognized among Indiana's leading financial professionals," said Katie. "I am proud to have assisted and educated people on cost effective ways to finance their loved one’s education. I make it a priority to help people plan to afford these costs rather than having to borrow money to pay for an education."
For more information about education savings planning or to schedule a consultation with Katie, please contact our office at 3315 E 96th St, Indianapolis, IN 46240.
The Indiana 529 Advisor Savings Plan award for 2025 is awarded to those advisors who are committed to serving the educational savings needs of families throughout Indiana by meeting the annual client contribution threshold. This ranking is based on the time frame of 1/1/2025 to 12/31/2025 and released on 3/18/2026. 91 Advisors won this award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Indiana 529 Advisor.
† The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
