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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

3 advisors near 71852

Out of 400,000+ nationwide

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Joshua T

Series 66

Nashville, AR

Edward Jones

Joshua Tice is a financial advisor with Edward Jones in Nashville, AR, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he is a cattle farmer and serves as a deacon involved in finance and budgeting at First Baptist Church in Nashville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated mutual funds, a trust company, and securities-based lending options.

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

Series 66

Nashville, AR

Edward Jones

Carter Neal is a financial advisor at Edward Jones in Nashville, AR, holding a Series 66 designation. He has been with Edward Jones since 2024 and has prior experience with the University of Arkansas Division of Agriculture. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches. The firm 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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Denise M

Series 66

Nashville, AR

Edward Jones

Denise Musgrave is a financial advisor with Edward Jones in Nashville, Arkansas, holding a Series 66 designation and more than 26 years of experience at the firm. Outside of her advisory role, she is listed as Secretary for a local machine shop, Mount Pleasant Enterprises, though the business is no longer active. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

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