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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

13 advisors near 75460

Out of 400,000+ nationwide

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Samuel S

Series 63, Series 66

Paris, TX

Benjamin F. Edwards & Company, Inc.

Samuel Smeed is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Cetera Investment Services, Community National Bank and Trust, and Charles Schwab. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory and investment management services using both firm-developed and third-party strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Marissa A

Series 66

Paris, TX

Edward Jones

Marissa Archer is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior work experience includes roles in retail and automotive sectors, as well as time spent as a full-time student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, managing approximately $1.01 trillion in assets. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Retirement income strategy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jill C

Series 66

Paris, TX

Edward Jones

Jill Cobb is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Benjamin F Edwards & Co from 2019 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors and 15,000 branch offices nationwide.

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

Series 66

Paris, TX

Edward Jones

Jarred Archer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Campbell's Company and Mars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Attorney
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Joshua W

Series 66

Paris, TX

Edward Jones

Joshua Williams is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at USHealth Group, Farmers Bank & Trust, and First Financial Bank. He has also worked in the hospitality sector, including roles at Abilene Country Club and Four Seasons Golf and Sports Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Paris, TX

Edward Jones

Ryan Lassiter is a financial advisor with Edward Jones in Paris, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. 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 solutions, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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James C

Series 63

Paris, TX

Ameriprise

James Callaway is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the boards of Episcopal Day School and Quest Academy, participates in the Episcopal Diocese of Dallas Commission on Ministry, and is a member of the finance committee at Holy Cross Episcopal Church. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas C

Series 63

Paris, TX

Ameriprise

Thomas Callaway is a financial advisor with Ameriprise in Paris, Texas, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate entities since 2012. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Paris. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew C

Series 66

Paris, TX

Edward Jones

Andrew Cobb is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Paris, TX

LPL Financial

Donald Moffitt Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at SagePoint Financial before joining LPL Financial in 2018. Moffitt also operates The Moffitt Financial Group, a related business providing non-variable insurance products. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment solutions tailored to client needs.

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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Darrin G

Series 66

Paris, TX

Edward Jones

Darrin Gifford is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at QCM Consulting, LLC from 2013 to 2017. Outside of his advisory role, he is the owner of a professional pet service business based in Tyler, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Jeffrey C

Series 63, Series 66

Paris, TX

Edward Jones

Jeffrey Cade is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he holds gas royalties with Apache Corp. Edward Jones is a 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 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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Stephen G

CFP®, Series 66

Paris, TX

Edward Jones

Stephen Gerrald is a CFP®-designated financial advisor with Edward Jones in Paris, Texas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. Outside of his advisory role, he serves as president of the local United Way chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business Financial Management General estate planning guidance Founder/Business Owner
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