Brian K. Linder,
CFP®. CRPCTM, AAMS®
Associate Vice President, Wealth Management
CERTIFIED FINANCIAL PLANNER®
Whether you're planning for retirement, preserving wealth or navigating life’s financial transitions, Brian Linder is here to help you feel confident about your future. Since entering the financial services industry in 1998 – and joining Raymond James in 2017 – Brian has worked with individuals and families across all stages of life, offering personalized guidance rooted in experience and care.
Brian takes a goals-based approach, starting with what matters most to you. He listens closely, considers the full picture of your financial life and helps you make informed decisions. As your dedicated advisor, he provides a single point of contact for a wide range of wealth management needs from investment planning and retirement income strategies to estate planning, trusts, annuities and long-term care insurance.
His mission is simple: to enhance your financial life through objective advice, disciplined planning and quality service. Brian builds lasting relationships based on trust and the values he brings to every client interaction-accountability, commitment, dependability, integrity and passion.
Brian holds a Bachelor of Science degree in finance from the Kelley School of Business at Indiana University and is an active member of the Indiana University Alumni Association. He is a Certified Financial Planner® professional and has earned both the Chartered Retirement Planning Counselor™ and Accredited Asset Management Specialist™ designations through the College for Financial Planning.
A lifelong resident of Indianapolis’ Southside, Brian and his wife, Laura, are proud parents of two adult children, Kyle and Kara. He is an active volunteer with United Way of Johnson County and within his local community and values the opportunity to serve others both personally and professionally.
Brian welcomes the opportunity to help you navigate your financial journey with clarity, confidence and care.
Raymond James is not affiliated with any of the companies mentioned.
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.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
