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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

9 advisors near 31533

Out of 400,000+ nationwide

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Robert H

PFS™, Series 65

Douglas, GA

Hurst Wealth Advisors, PC

Robert Hurst is the sole advisor at Hurst Wealth Advisors, PC in Douglas, GA, holding a PFS™ designation and Series 65 license with 16 years of industry experience. He has operated Hurst Financial Advisors, PC since 1999 and is also involved with Hurst & Hurst, CPA's, LLC, which he has been affiliated with since 1992. Hurst Wealth Advisors, P.C. is a fee-only, independent advisory firm serving individuals, families, entrepreneurs, corporate executives, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm emphasizes strategic asset allocation based on academic research and Modern Portfolio Theory, using low-turnover, no-load mutual funds, and provides pension consulting and ERISA fiduciary services uncommon among solo advisors.

Retirement income strategy Roth conversion strategy Tax-loss harvesting Concentrated stock management General estate planning guidance Founder/Business Owner Executive
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Derek H

Series 66

Douglas, GA

Edward Jones

Derek Herlocker is a financial advisor at Edward Jones with seven years of industry experience, including eight years at Edward Jones. He holds a Series 66 designation. Outside of his advisory work, he is involved as a guest preacher at First Baptist Church Broxton and participates in farming activities as a partner at BBH Farms LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Intergenerational Families
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Diskin M

Series 63, Series 66

Douglas, GA

Ameriprise

Diskin Morgan Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is a part-owner of a commercial property and a blueberry farming LLC in Georgia. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew M

Series 66

Douglas, GA

Ameriprise

Matthew Mc Cullough is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, Mc Cullough serves on several local boards, including the Community Foundation of Coffee County and the Coffee County Board of Elections, and participates in personnel governance at his local church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jesus J

Series 63, Series 65

Douglas, GA

Ameriprise

Jesus Jimenez is a financial consultant at Florida Financial Advisors, LLC with securities licenses Series 63 and Series 65. He has been with Florida Financial Advisors since 2025 and previously operated an e-commerce retail arbitrage business. Jesus has experience in both investment-related and fixed insurance sales activities. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm manages approximately $317.8 million in assets and employs a multi-method investment approach supported by third-party platforms and sub-advisers.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Stephen S

Series 63, Series 65

Douglas, GA

Cambridge Investment Research Advisors

Stephen Story is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Summit Financial Group and Cetera Wealth Services, alongside owning Story Wealth Management Group since 2014. Outside of finance, he serves as a board member for the Coffee County Hospital Authority, performs as a guitarist and lead singer in a local rock band, and operates a fishing charter business. He also funds an educational scholarship awarded annually to high school seniors. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining firm-sponsored model portfolios with third-party managed solutions and unique retirement and trust capabilities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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John T

Series 63, Series 66

Douglas, GA

Raymond James Financial

John Tuten is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James Financial since 2009. Outside of his advisory role, he serves on the finance and investment committee at Douglas First Methodist Church and is a trustee and board member for South Georgia State College. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory services that maintain client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Shelly M

Series 66

Douglas, GA

Edward Jones

Shelly Mc Lean is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to her career in financial advising, she served as Vice President of Operations at Coffee Regional Medical Center from 2001 to 2018, a role she continues to transition from. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of financial advisors and branch offices.

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

Series 66

Douglas, GA

Edward Jones

April Hutchinson is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2002, including her current role beginning in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates 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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