Prudential Advisors Welcomes Advisor Team from Raymond James with Over $550 Million in Assets

Prudential Advisors (NYSE: PRU) announced it has added Premier Planning Partners, an all-female wealth management practice from Raymond James, bringing > $550 million in client assets to Prudential Advisors on Dec. 8, 2025.

Rhea-AI Summary

Prudential Advisors (NYSE: PRU) announced it has added Premier Planning Partners, an all-female wealth management practice from Raymond James, bringing > $550 million in client assets to Prudential Advisors on Dec. 8, 2025. The Michigan-based team is led by managing partners Michelle Bryant and Marcia Kamiak and includes three advisors and a senior client service associate.

Prudential Advisors said the addition supports its Midwest expansion and scaling strategy; the firm noted it has added advisor teams representing more than $3 billion in client assets in 2025 and increased advisor headcount by nearly 9%.

Positive

• $550M+ in client assets added with Premier Planning Partners
• Firm added advisor teams representing $3B+ in 2025
• Advisor headcount increased by nearly 9% year-to-date
• All-female leader team expands client diversity focus
• Access to Prudential technology, marketing and business development

Negative

• None.

Argus Dec 8 session

-0.31% close to close 1.1x rel. volume Open Argus

Details

News Market Reaction – PRU

On Dec 8, the day this news came out, PRU closed 0.31% below the previous close.

Data tracked by StockTitan Argus for the Dec 8 session.

Key Figures

Premier Planning assets: over $550 million New advisor assets 2025: more than $3 billion Advisor headcount growth: nearly 9% +5 more

Premier Planning assets

over $550 million

Client assets moving with Premier Planning Partners to Prudential Advisors

New advisor assets 2025

more than $3 billion

Client assets from new financial advisors welcomed in 2025

Advisor headcount growth

nearly 9%

Increase in Prudential Advisors headcount in 2025

Advisor headcount

more than 3,000 advisors

Total Prudential Advisors nationwide per Nov. 19, 2025 release

Lead conversion improvement

+10%

Gain from Prudential Advisors cloud platform launched in 2024

Ease of Doing Business

+24%

Reported improvement from Prudential Advisors platform

Productivity gain

5%

Advisor productivity gain from Prudential Advisors platform

Advisor experience

25+ years

Average experience of new advisors cited Nov. 19, 2025

Historical Context

5 past events · Latest: Dec 03

5 events

1. Dec 03

   CIO appointment

   24h Move

   +1.6%

   Named new chief investment officer to guide long-term investment strategy.

2. Dec 03

   Tech/platform launch

   24h Move

   +1.6%

   Launched mobile app extending AI-enhanced advisor productivity platform to iOS.

3. Nov 19

   Advisor growth update

   24h Move

   +0.9%

   Reported advisor headcount and asset growth plus strategic LPL relationship.

4. Nov 18

   Prismic capital raise

   24h Move

   -0.8%

   Prismic Life closed US$1.3B raise to expand reinsurance platform.

5. Nov 17

   IR leadership change

   24h Move

   -0.8%

   Appointed new global head of investor relations to support growth strategy.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Jargon Translator

deferred stock units

Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.

restricted stock units

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Premier Planning Partners, an Indiana-based all-female firm, joins Prudential Advisors for
 growth opportunities and enhanced client support.

NEWARK, N.J., Dec. 8, 2025 /PRNewswire/ -- Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), continues its strong growth momentum in 2025, as it welcomes Premier Planning Partners, a Mishawaka, Indiana, practice with over $550 million in client assets. The all-female group is led by Managing Partners Michelle Bryant and Marcia Kamiak and includes Financial Advisors, Karen Carnes, Allison DeStefano and Senior Registered Client Service Associate, Angel Warner. Premier Planning Partners joined Prudential Advisors from Raymond James Financial.

"We're thrilled to bring on such a great group of women who are changing the investment advisory landscape and empowering other women within the industry," said Braxton Barton, regional director, Prudential Advisors. "Premier Planning Partners is an impressive practice with plenty of options, but chose Prudential Advisors for our rapidly growing capabilities and service culture. As we expand our presence in the Midwest, we look forward to working with the Premier Planning Partners team to help ensure they have all the resources they need to provide their clients an exceptional experience and grow their practice."

A full-service wealth management practice, Premier Planning Partners focuses on professional women, small business owners and financial windfall recipients. The seasoned team builds deep relationships with clients by understanding their motivations and behaviors – leveraging research and data to create customized financial planning strategies to help clients reach their financial goals.

"Prudential Advisors offers us the ability to scale our practice while providing our clients with more investment solutions and capabilities," said Michelle Bryant, managing partner, Premier Planning Partners. "Their modern infrastructure, technology suite, marketing services and business development support will allow us to grow our brand in Indiana and beyond. Prudential's client-first, values-driven culture was a perfect fit with our practice."

The addition of Premier Planning Partners continues the momentum Prudential Advisors has enjoyed in 2025. The firm has welcomed new financial advisors representing more than $3 billion in client assets and increased advisor headcount by nearly 9%.

"Our ability to attract experienced, successful advisor teams perfectly represents where Prudential Advisors is headed and confirms that our value proposition is resonating with the best advisors in the business," said Patrick Hynes, president of Prudential Advisors. "We're executing on our ambitious growth strategy and continue to open offices nationwide. We are incredibly proud to be a place where practices of the caliber of Premier Planning Partners feel supported to not only grow but thrive in our evolving industry."

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ABOUT PRUDENTIAL ADVISORS
Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters. The business enables financial advisors to help their clients build wealth and meet financial goals through personalized advice and comprehensive solutions. For more information, please visit advisors.prudential.com.

ABOUT PRUDENTIAL
Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.6 trillion in assets under management as of Sept. 30, 2025, has operations in the United States, Asia, Europe, and Latin America. Prudential's diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential's iconic Rock symbol has stood for strength, stability, expertise, and innovation for 150 years. For more information, please visit news.prudential.com.

MEDIA CONTACT
Mike Klein
732-742-4032
michael.klein@prudential.com

© 2025 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

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View original content:https://www.prnewswire.com/news-releases/prudential-advisors-welcomes-advisor-team-from-raymond-james-with-over-550-million-in-assets-302634740.html

SOURCE Prudential Advisors

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Prudential Advisors announce on Dec. 8, 2025 about Premier Planning Partners (PRU)?

Prudential Advisors announced Premier Planning Partners joined from Raymond James with over $550 million in client assets.

How much in client assets has Prudential Advisors added from new advisor teams in 2025 (PRU)?

Prudential Advisors said it added advisor teams representing more than $3 billion in client assets in 2025.

Who leads Premier Planning Partners that joined Prudential Advisors (PRU)?

The practice is led by managing partners Michelle Bryant and Marcia Kamiak, plus three advisors and a senior client service associate.

What capabilities did Premier Planning Partners cite for joining Prudential Advisors (PRU)?

They cited Prudential's infrastructure, technology suite, marketing services and business development support to scale their practice.

Does the Dec. 8, 2025 announcement indicate geographic expansion for Prudential Advisors (PRU)?

Yes; the company said the hire supports expanding its presence in the Midwest.

How did Prudential describe its 2025 advisor growth when adding Premier Planning Partners (PRU)?

Prudential described continued momentum, citing > $3B in added client assets and a nearly 9% rise in advisor headcount in 2025.