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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

4 advisors near 39452

Out of 400,000+ nationwide

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Harrison P

Series 66

Lucedale, MS

Edward Jones

Harrison Pitts is a financial advisor with Edward Jones in Lucedale, MS, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Southern Mississippi Federal Credit Union and New Augusta Auto Parts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and other affiliated financial services under a fiduciary standard.

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

Series 63, Series 65

Lucedale, MS

LPL Financial

Claiborne Lagrone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Hancock/Whitney Bank, Government Street Consultants, Allstate Insurance, Beau Monde Consulting, and Voya Financial Advisors. Outside of finance, he is a business owner and operator of agricultural equipment at Steele Farms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Raymond H

CFP®, Series 66

Lucedale, MS

Edward Jones

Raymond Hanser III is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory role, he performs as a drummer and keyboard player in a local music band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and tax-efficient services.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Lincoln S

CFP®, Series 66

Lucedale, MS

Edward Jones

Lincoln Scaife is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a member of family LLCs related to inherited and vacation properties but does not have management responsibilities in these entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branches.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Business ownership considerations Founder/Business Owner Intergenerational Families
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