Filters

Direct booking

firm logo

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

5 advisors near 79714

Out of 400,000+ nationwide

user avatar
firm logo

Susan J

Series 66

Andrews, TX

Edward Jones

Susan Jackson is a financial advisor with Edward Jones in Andrews, TX, holding a Series 66 designation and two years of industry experience. Her previous work includes roles at Edward Jones since 2017, as well as positions with Andrews Independent School District, Tidbits Mini Market, and Commercial State Bank. Outside of her advisory work, she provides notary services for non-Edward Jones clients in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

David W

CFP®, ChFC®, Series 63

Andrews, TX

Edward Jones

David Walinder is a financial advisor at Edward Jones with over 32 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1993. Outside of his advisory role, he is involved as a member or manager in several LLCs holding real estate, including properties intended for Edward Jones office use. Edward Jones is a full-service wealth management firm serving 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, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Pamela B

Series 66

Andrews, TX

Edward Jones

Pamela Brownlee is a financial advisor at Edward Jones with 20 years of experience at the firm. She holds a Series 66 designation and is based in Andrews, TX. Outside of her advisory work, she is involved in a family real estate investment LLC with her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering diverse advisory programs and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Arthur A

ChFC®, Series 66

Andrews, TX

Edward Jones

Arthur Abbott is a ChFC® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a large nationwide network of financial advisors and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Andrew H

Series 66

Andrews, TX

Edward Jones

Andrew Hoversten is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2024, he was co-owner of Chasing the Wind LLC, a construction business, from 2017 to 2024 and worked for Louisiana Energy Services LLC from 2007 to 2017. He is also involved in real estate investment through TEX-IA LLC and manages rental properties in Andrews, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.