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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

3 advisors near 74020

Out of 400,000+ nationwide

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Alan B

Series 66

Cleveland, OK

Edward Jones

Alan Baker is a Series 66 licensed financial advisor with Edward Jones in Cleveland, Oklahoma, where he has worked since 2023. He has two years of industry experience and previously worked for the State of Oklahoma Department of Education. Baker is also an adjunct professor at Northeastern State University and Southern Nazarene University, mentoring master’s candidates and teaching online courses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Cleveland, OK

Edward Jones

Mark Ragsdale is a financial advisor at Edward Jones in Cleveland, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walgreens for 26 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Joshua H

Series 66

Cleveland, OK

Edward Jones

Joshua Henry is a financial advisor with Edward Jones in Cleveland, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he serves as president of the Cleveland Chamber of Commerce. 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 solutions supported by a large network of financial advisors and branch offices across the country.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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