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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

6 advisors near 79549

Out of 400,000+ nationwide

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Benjamin M

PFS™, Series 66

Snyder, TX

Merit Financial Advisors

Benjamin Murphy is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Merit, he worked at Global Wealth Advisors, Commonwealth Financial Network, and Hoyle Partain and Company LLC. Outside of advising, he manages finance and co-owns a family cattle ranch business. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable portfolios supported by a central Investment Management team and an Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Stoni S

Series 63, Series 66

Snyder, TX

Edward Jones

Stoni Stone is a financial advisor with Edward Jones in Snyder, TX, holding Series 63 and Series 66 registrations and having 10 years of industry experience. Stone has been with Edward Jones since 2016. 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 nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Trent D

CFP®, Series 63, Series 66

Snyder, TX

Edward Jones

Trent Driggers is a CFP® with 25 years of experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Snyder, TX. Outside of his advisory role, Driggers serves on the Snyder High School Hall of Honor board and is involved in livestock farming and royalty interests. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Timothy R

Series 63, Series 66

Snyder, TX

Edward Jones

Timothy Riggan is a financial advisor with Edward Jones in Snyder, TX, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Edward Jones since 1980. Outside of his advisory role, he participates in team roping and assists with maintaining his family farm and ranch. Edward Jones is a full-service wealth management firm serving a diverse client base of individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Snyder, TX

Raymond James Financial

Russell Riggan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for 18 years. Outside of his advisory role, he owns and operates several businesses including a fitness center, event properties, and a ranch with cattle and exotic animals. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Tyler D

Series 66

Snyder, TX

Edward Jones

Tyler Driggers is a financial advisor with Edward Jones in Snyder, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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