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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

7 advisors near 71601

Out of 400,000+ nationwide

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Timothy W

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

Timothy White is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He has a background in public service, having worked for the City of Little Rock for 26 years and the Saline County Sheriff's Office. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mark G

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

Mark Goodlow Jr. is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Primerica Advisors since 2009 and has worked with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a percentage-based wrap fee structure, focusing on curated investment models rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Paul B

CFP®, ChFC®, Series 66

White Hall, AR

Edward Jones

Paul Bowe is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2012. He has 13 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other services.

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

Series 63, Series 66

White Hall, AR

Edward Jones

Melissa Young is a financial advisor with Edward Jones in White Hall, Arkansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she serves as Corporate Secretary of Snack Rack, Inc., a breakroom service company, where she supports accounting and interacts with CPA and payroll companies. 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 more than 15,000 branches.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Inheritance planning Multi-generational wealth transfer Founder/Business Owner Women Professionals
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Jacob W

Series 66

White Hall, AR

Edward Jones

Jacob Wilson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. His work history includes roles at SeniorcareUSA, Banker's Life, and Gateway Bank. Outside of his advisory role, he has been involved with Valet Resource Group from 2019 to 2023. Edward Jones serves more than four million individual and institutional clients, offering a broad range of wealth management services and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through 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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Stanley M

Series 63, Series 66

Pine Bluff, AR

LPL Financial

Stanley Mcnulty is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Simmons Bank and Simmons First Investment Group, Inc. prior to his current roles at LPL Financial and Simmons Bank. 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 combines large-scale advisory operations with a variety of non-advisory financial products.

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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Charles F

Series 66

Pine Bluff, AR

Edward Jones

Charles Frazier is a financial advisor with Edward Jones in Pine Bluff, Arkansas, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Mr. Frazier serves as a board member for the Watson Chapel School Board in Pine Bluff. 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. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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