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Jordan B

CFP®, Series 66

Little Rock, AR

Naviter Wealth, LLC

Jordan Bauer is a CFP® with nine years of industry experience. He has worked at Naviter Wealth, LLC since 2021 and previously spent seven years at Stephens Inc. Bauer is also a licensed independent insurance agent. Naviter Wealth, LLC is a multi-advisor team serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across 332 client relationships and offers services including separately managed accounts, potential borrowing within accounts, and performance-based fee arrangements.

Private / alternative investments Tax-loss harvesting Real estate investing
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Nicole H

Series 65

Little Rock, AR

Naviter Wealth, LLC

Nicole Hobbs is a financial advisor at Naviter Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Naviter Wealth, she worked at HCJ CPAs & Advisors PLLC for eight years and JPMS Cox, PLLC for nine years. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Private / alternative investments Tax-loss harvesting Real estate investing
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Noah S

Series 65

Little Rock, AR

Naviter Wealth, LLC

Noah Smith is a financial advisor at Naviter Wealth, LLC in Little Rock, Arkansas, holding a Series 65 designation with one year of industry experience. His prior roles include positions at First Arkansas Bank & Trust and First Security Bank, as well as work experience at Wilkinson's Mall and DICK's Sporting Goods. Naviter Wealth, LLC is a multi-advisor team serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across 332 client relationships and employs a range of investment approaches, including separately managed accounts and performance-based fee arrangements.

Private / alternative investments Tax-loss harvesting Real estate investing
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Matthew E

Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Matthew Estes is a financial advisor at Naviter Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at LEVEL FOUR ADVISORY SERVICES, Pruco Securities, Prudential Financial Planning Services, Sowell Management, and Morgan Stanley Distribution. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Private / alternative investments Tax-loss harvesting Real estate investing
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John K

CFP®, Series 66

Little Rock, AR

Naviter Wealth, LLC

John Kornet is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Naviter Wealth, LLC since 2021 and previously spent five years at Stephens Inc. Kornet is also a licensed independent insurance agent, selling commissionable insurance products. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to both individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Private / alternative investments Tax-loss harvesting Real estate investing
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Daniel R

Series 66

Little Rock, AR

Naviter Wealth, LLC

Daniel Russell is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, holding a Series 66 license with eight years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Stephens Inc. Russell also serves as an agent for Naviter Wealth’s fixed insurance business through Lion Street. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients as a multi-advisor team managing approximately $1.87 billion across 332 client relationships. The firm employs a range of investment approaches, including separately managed accounts with options for borrowing and performance-based fees.

Private / alternative investments Tax-loss harvesting Real estate investing
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Carter R

Series 65

Little Rock, AR

Naviter Wealth, LLC

Carter Robinson is a financial advisor at Naviter Wealth, LLC with a Series 65 credential and one year of industry experience. He has worked at Naviter Wealth since 2024 and has additional experience at Oklahoma Christian University and Randy Carter Construction. Naviter Wealth, LLC serves individual and high-net-worth clients through financial planning and discretionary portfolio management. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Private / alternative investments Tax-loss harvesting Real estate investing
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Trevor B

Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Trevor Booth is a financial advisor at Naviter Wealth, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Naviter Wealth, he worked at AcreTrader Financial, LLC and TD Ameritrade. Naviter Wealth, LLC is a multi-advisor team firm managing approximately $1.87 billion across 332 client relationships. The firm provides financial planning and discretionary portfolio management to individual and high-net-worth clients, using separately managed accounts and offering unique features such as borrowing within accounts and performance-based fee arrangements for certain clients.

Private / alternative investments Tax-loss harvesting Real estate investing
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Jackson R

Series 66, Series 63

Little Rock, AR

Naviter Wealth, LLC

Jackson Ratcliff is a financial advisor at Naviter Wealth, LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Stephens Inc for 12 years before joining Naviter Wealth in 2023. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Private / alternative investments Tax-loss harvesting Real estate investing
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Caitlin M

CFP®

Little Rock, AR

Naviter Wealth, LLC

Caitlin Mc Daniel is a CFP® at Naviter Wealth, LLC in Little Rock, AR, with three years of industry experience. She previously worked at the Federal Reserve Bank of Kansas City for three years before joining Naviter Wealth in 2021. Naviter Wealth, LLC provides financial planning and discretionary portfolio management services to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships and offers a range of investment options including separately managed accounts with some unique fee and borrowing arrangements.

Private / alternative investments Tax-loss harvesting Real estate investing
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Bentley B

CFP®, CFA®, Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Bentley Blackmon is a financial advisor at Naviter Wealth, LLC with 30 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Stephens Inc. and One Point Seven Wealth LLC. Blackmon serves as a board member for Alleviant, LLC, a mental healthcare clinics organization. Naviter Wealth, LLC is a multi-advisor firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across 332 client relationships and offers separately managed accounts, borrowing within accounts, and performance-based fee arrangements for certain clients.

Private / alternative investments Tax-loss harvesting Real estate investing
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Lyndell W

Series 66

Little Rock, AR

Naviter Wealth, LLC

Lyndell Worthen III is a financial advisor with Naviter Wealth, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Stephens Inc for 13 years before joining Naviter Wealth in 2021. Worthen is also a licensed independent insurance agent. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients through a multi-advisor team managing approximately $1.87 billion across 332 client relationships. The firm utilizes separately managed accounts and offers flexible fee structures, including performance-based fees for certain clients.

Private / alternative investments Tax-loss harvesting Real estate investing
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Grant S

Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Grant Stevenson is a financial advisor at Naviter Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Naviter Wealth, he worked at Stephens Inc. and Simmons Bank. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients through a multi-advisor team. The firm manages approximately $1.87 billion across 332 client relationships and offers services including separately managed accounts with options for borrowing and performance-based fee arrangements.

Private / alternative investments Tax-loss harvesting Real estate investing
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Blake A

CFP®, Series 66

Little Rock, AR

Naviter Wealth, LLC

Blake Abston is a CFP® with six years of industry experience, currently serving as an advisor at Naviter Wealth, LLC. He previously worked at LPL Financial, Garland & Greenwood Wealth Advisors, and Mass Mutual Investors Services. Abston is also a licensed independent insurance agent, engaging in the sale of commissionable insurance products. Naviter Wealth, LLC is a multi-advisor team providing financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm manages approximately $1.87 billion across 332 client relationships and employs a range of investment approaches, including separately managed accounts and performance-based fee arrangements.

Private / alternative investments Tax-loss harvesting Real estate investing
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