Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Rico W

Series 66

Fort Lauderdale, FL

T. Rowe Price Advisory Services, Inc.

Rico Williams is a Series 66-licensed financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He previously worked at Raymond James and has been with T. Rowe Price since 2012 in two separate periods. Outside of his advisory role, he owns a clothing brand called The Tribe X Brand LLC. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to support retirement income planning.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar
firm logo

Magaly W

Series 63, Series 66

Fort Lauderdale, FL

T. Rowe Price Advisory Services, Inc.

Magaly Williams is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Polen Capital Management, Raymond James and Associates, and Foreside Funds Distributors LLC. Outside of her advisory role, she is the owner of Will Hunt Properties LLC, a real estate business in Tampa, FL. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines telephone access to advisors with an interactive online planning tool and emphasizes tax-aware strategies and portfolio management through proprietary funds.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)