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Wealth Management AdvisorFirst Vice President-Wealth ManagementPARKWOOD FIVE510 E. 96TH STREET
Wealth Management Advisor
First Vice President-Wealth Management
BD Registered Client Associate
The Rathbun Group’s mission as a Wealth Management team is to provide clients with knowledgeable advice in all areas of their financial endeavors utilizing cutting edge strategies. We advance a client’s objectives by developing wealth plans that offer tax efficient strategies. Our goals are to grow, safeguard, and assist clients in utilizing their wealth for their chosen purposes. Our professional designations and ongoing professional education speak to our commitment to these purposes for our clients’ benefit. We believe we earn a client’s trust by demonstrating integrity and superior service.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 also works with estate planning attorneys to provide advice on estate planning and 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 on the Board of Advisors for UNCF 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 RathbunTeam Financial AdvisorChris spent thirty years in the pharmaceutical industry before retiring in 2002. 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 is also a CPA (Inactive). In his current role, 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 and participating in Music and Fine Arts functions.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 dedication to customer service placed her on the Top 1000 Client Associate list in 2013 and earned her a Service Quality Award. 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, MI, NC, NY, OH, OR, SC
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, 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.
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