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Wealth Management AdvisorFirst Vice President - Wealth ManagementPARKWOOD FIVE510 E. 96TH STREET
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Wealth Management Advisor
First Vice President-Wealth Management
First Vice President - Wealth Management
BD Registered Client Associate
Our PhilosophyClients come first at Merrill Lynch. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and your family.You can expect thoughtful advice and guidance, with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America. It's not about industry benchmarks - it's about you and your hopes and dreams.Josette C. Rathbun, CFP®First Vice President – Wealth ManagementWealth Management AdvisorJosette has over 25 years of experience helping individuals with retirement planning, asset management and diversifying concentrated positions of stock. She works with estate planning services and helps others partake in charitable gifting.Josette holds the CFP® certification awarded by the Certified Financial Planning Board of Standards, Inc. and has an MBA with a concentration in Planning and Wealth Management. Josette serves as a member of the Executive Committee for United Way of Central Indiana’s Women United Membership. She is also an Advisory Board Member for the United Negro College Fund for the State of Indiana and is a member of the Indianapolis Women’s Club. Josette has served on the St. Vincent’s Hospital Network’s Foundation Board. She has also served on the Boards of Directors for the Indianapolis Symphony Orchestra and the International Violin Competition.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chris RathbunFinancial AdvisorChris spent thirty years in the pharmaceutical industry. For the past twelve years, he has been working with the Rathbun Group devoting most of his time to client service functions. Recently he entered a Team Financial Advisor role supporting the Planning function. He does not provide any legal and/or tax advice. Outside the office, Chris is very active in his church including singing in the choir. Carol Copenhaver Client Associate Carol has been in financial services for over 20 years. She began working at Merrill Lynch in September of 2006. Her consistent delivery on meeting clients’ needs is an asset to the financial services our team offers. Carol lives with her two children and two pets in the Castleton area. She earned a degree in Psychology from Indiana University. In her spare time, she enjoys playing tennis and watching movies. She also enjoys travel to all destinations warm and sandy. Neither Merrill Lynch or its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.Some or all alternative investments may not be suitable for all investors.
Josette Rathbun is registered to do business in : CA, CT, FL, IL, IN, LA, NC, NY, OH, OR, SC, TN
Chris Rathbun is registered to do business in : AR, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, VA, WI, WV
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.