Deborah E Romary is a financial advisor with Harbor Financial Services, LLC, which primarily works with High Net Worth Individuals and Corporations, Investment Vehicles, or Other Businesses. Deborah Romary operates out of Fort Wayne, IN.…show more
Clayton C Walters is a financial advisor with City Securities Corporation, which primarily works with High Net Worth Individuals and Corporations, Investment Vehicles, or Other Businesses. Clayton Walters operates out of Indianapolis, IN.…show more
8900 Keystone Crossing Suite 300, Indianapolis, IN 46240
Douglas B Hughes is a financial advisor with Comprehensive Financial Consultants Institutional, Inc., which primarily works with Individuals and State or Municipal Government Entities. Douglas Hughes operates out of Bloomington, IN.…show more
Kenyon R Blocher is a financial advisor with City Securities Corporation, which primarily works with High Net Worth Individuals and Corporations, Investment Vehicles, or Other Businesses. Kenyon Blocher operates out of Indianapolis, IN.…show more
30 S. Meridian Street, Suite 600, Indianapolis, IN 46204
Michael L. Wilson, MBA, CFP?, CRC?, is the owner of Integrity Financial Planning. Prior to founding Integrity in 1998, he worked for two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors. Mike has 10 years of experience in the mutual fund industry, having worked with Fidelity Investments and Invesco Mutual Funds. He holds an MBA in Finance from Baylor University. In addition to his personal financial planning practice, Mike has written, developed and delivered training curriculum for several organizations.…show more
I founded Piedmont Financial Advisors in 2006 because I saw a need for comprehensive, unbiased financial advice in the Indianapolis area. I tapped into my knowledge of finance and experience in investments to help my clients identify and realize their goals and dreams through the holistic financial planning process. I am committed to professional excellence and act as a fiduciary for my clients. I received a BS degree in Finance from Indiana University in Bloomington, graduated from the College of Financial Planning in Denver and hold the CFP® certification. I previously worked in operational and investment accounting roles at 40|86 Advisors (formerly Conseco Capital Management) in Carmel, Indiana and ING Investment Management in Atlanta, Georgia. I am registered with the Indiana Secretary of State–Securities Division and maintain membership in the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Cambridge Advisors (ACA). These professional affiliations help me stay on top of the latest trends, issues and opportunities within the industry. A native of northern Indiana, I have lived in the Indianapolis area since 1998.…show more
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