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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

3 advisors near 78332

Out of 400,000+ nationwide

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Debra B

CFP®, Series 63, Series 66

Alice, TX

Edward Jones

Debra Brooks is a CFP®-designated financial advisor with Edward Jones, based in Alice, TX, and has 30 years of industry experience. She has worked at Edward Jones since 1999 and was previously with Norwest Investment Services, Inc. since 1996. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Katrina M

CFP®, ChFC®, Series 66

Alice, TX

Edward Jones

Katrina Morris is a CFP® and ChFC® with 12 years of industry experience, all of which she has spent at Edward Jones. She is also registered under the Series 66 designation. Outside of her advisory role, she serves as president of MorrisBuilt LLC, a holding company. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Dennis W

Series 63, Series 66

Alice, TX

Edward Jones

Dennis Whitley is a financial advisor with Edward Jones in Alice, Texas, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Whitley serves on the board of directors for the local Alice P&S Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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