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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 78363

Out of 400,000+ nationwide

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Fidel F

Series 63, Series 66

Kingsville, TX

Edward Jones

Fidel Fernandez is a financial advisor at Edward Jones in Kingsville, TX, with 23 years of industry experience and holding Series 63 and Series 66 licenses. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a network of approximately 23,701 financial advisors nationwide.

General retirement planning Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Maurice M

Series 63, Series 66

Kingsville, TX

Edward Jones

Maurice Malcik is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Kingsville, TX

Edward Jones

Charles Malcik is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience including positions at Austin's Park and Chili's, as well as service in the US Army Reserves since 2017. 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 strategies and affiliated financial products through a nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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