Skip to content
  • T: +1.317.795.1390
  • F: +1.317.795.0998
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Denise Halford Holder
    • Frank H. Becherer
    • Toni L. Clark
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Women Investors
  • Services
    • Services
    • Our Approach
    • Alternative Investments
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Risk Management
  • Resources
    • Resources
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Legacy Wealth Partners
    10401 N Meridian St Ste 122 Carmel, IN 46290 T: +1.317.795.1390 F: +1.317.795.0998
    Map and Directions Map and Directions
Legacy Wealth Partners logoLegacy Wealth Partners logo
Always here for you
Legacy Wealth Partners logoLegacy Wealth Partners logo
  • Legacy Wealth Partners 10401 N Meridian St Ste 122 Carmel, IN 46290
  • T +1.317.795.1390
  • F +1.317.795.0998
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Legacy Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Legacy Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.