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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

8 advisors near 31015

Out of 400,000+ nationwide

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Robert S

Series 66

Cordele, GA

LVZ, Inc.

Robert Stewart is a financial advisor with LVZ, Inc. in Cordele, GA, holding a Series 66 credential and 21 years of industry experience. He has worked at LVZ, Inc. since 2020 and previously spent five years at Harbour Investments, Inc. Stewart is also the owner and operator of Stewart Financial Group, an independent insurance agency, and is involved in tax consulting and property evaluation dispute resolution. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blended investment approach combining fundamental and technical analysis with qualitative review of economic and social trends, offering portfolios in Classic and Specialty styles.

Private / alternative investments Tax-loss harvesting Christian Faith Based
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Jynnifer B

Series 63, Series 66

Cordele, GA

Kestra Private Wealth Services, LLC

Jynnifer Bowyer is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Edward Jones for ten years before joining Kestra. Bowyer also serves as a notary public and is involved in insurance operations with Inspired Wealth Planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts across multiple platforms.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Albert S

CFP®, ChFC®, Series 66

Cordele, GA

Edward Jones

Albert Sims III is a CFP®, ChFC®, and holds a Series 66 license with 20 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jessica R

Series 66

Cordele, GA

Edward Jones

Jessica Reese is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James & Associates and Poshmark, Inc., where she worked as an independent contractor reselling clothing and shoes online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Divorce financial planning General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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Kyle K

Series 66

Cordele, GA

Edward Jones

Kyle Kimmel is a financial advisor at Edward Jones in Cordele, GA, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Bacon County Health Services, Inc. from 2010 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Doctor or Medical Professional
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Jeffery W

Series 66

Cordele, GA

Edward Jones

Jeffery Whelchel is a Series 66 credentialed financial advisor with Edward Jones in Cordele, GA, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James L

Series 63, Series 65

Cordele, GA

Edward Jones

James Lester is a financial advisor with Edward Jones in Cordele, GA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Thrivent Investment Management and Kestra Investment Services, LLC. Before his financial services career, he held positions in the automotive and nursery industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Serena M

Series 66

Cordele, GA

Edward Jones

Serena Munn is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2013 in various capacities. Outside of her advisory role, she manages payroll and administrative duties at ACC Distributors, Inc., a foodservice distributor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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