Advisory firm joins Prudential

Prudential Advisors has added Premier Planning Partners, an Indiana-based all-female wealth management firm overseeing more than $550 million in client assets. The team—led by managing partners Michelle Bryant and Marcia Kamiak—joins from Raymond James and expands Prudential’s footprint in the Midwest.

Premier Planning Partners focuses on professional women, small business owners, and clients experiencing financial windfalls. The group cites Prudential’s broader investment capabilities, infrastructure, and marketing support as reasons for the move.

The addition continues Prudential Advisors’ 2025 momentum, with incoming advisors representing more than $3 billion in client assets and a headcount increase of nearly 9%.