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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

4 advisors near 32344

Out of 400,000+ nationwide

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Brent F

Series 63, Series 65

Monticello, FL

Primerica Advisors

Brent Facemire is a financial advisor with Primerica Advisors in Monticello, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert D

Series 63, Series 66

Monticello, FL

Edward Jones

Robert Davison is a financial advisor with Edward Jones in Monticello, Florida, holding Series 63 and Series 66 credentials and with 35 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as President of the Monticello/Jefferson County Chamber of Commerce, is a Committeeman for the Republican Party of Jefferson County, and acts as Secretary for the Kiwanis Club of Monticello. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner
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Brian U

Series 63, Series 65

Tallahassee, FL

Ameriprise

Brian Urban is a financial advisor with Ameriprise in Tallahassee, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at LPL Financial, Capital City Banc, and INVEST Financial Corporation. Ameriprise provides retirement-income planning services primarily for individuals with at least $1,000,000 in investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Trent R

Series 66

Monticello, FL

Edward Jones

Trent Roberts is a financial advisor with Edward Jones in Monticello, FL, holding a Series 66 designation. He operates within a large institution known for its extensive network and broad client base. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

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