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445 advisors near
80133
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Out of 400,000+ nationwide
Kameron Q
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Kameron Queen is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. Prior to joining T. Rowe Price in 2022, Kameron worked at Allegion for five years and the U.S. Postal Service for one year. Outside of financial advising, Kameron has held roles in customer service and operations, including positions as a cashier and trash collector. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested in proprietary mutual funds and ETFs. The firm emphasizes goals-based planning, tax-aware rebalancing, and offers telephone access to advisors supported by an online planning platform.
Devin K
Series 66, Series 63
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Devin Kicklighter is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. His prior work includes roles at Performance Dynamics and Sitel (Foundever). T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.
Billy M
Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Billy Maxwell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has 12 years of industry experience. Maxwell has been with T. Rowe Price since 2013, based in Colorado Springs, CO. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement and emphasizes model allocations and tax-aware strategies.
Joel K
Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Joel Klopfenstein is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has experience working in the investment industry since 2019, including seven years at GK Investment Management. Prior to his investment career, he spent two years at Bethel School of Supernatural Ministry. T. Rowe Price Advisory Services offers a retirement advisory service focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management with access to financial advisors and online tools. The firm manages portfolios using proprietary T. Rowe Price mutual funds and ETFs and employs asset-location and tax-aware strategies.
Xia Xiannee E
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Xia Xiannee Elizalde is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing seven years of industry experience. Her previous roles include positions at Charles Schwab & Co., J.P. Morgan Securities LLC, New York Life Insurance Co., and Fidelity. Outside of finance, she has worked at French Truck Coffee and Harmony Extracts. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing model portfolios invested exclusively in proprietary mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to support retirement income planning.
Charlene T
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Charlene Thompson is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 66 licenses and has 12 years of experience with T. Rowe Price since 2014. T. Rowe Price Advisory Services offers a retirement-focused advisory program to individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs a model-based approach with tax-aware rebalancing and delivers financial plans through an interactive online tool.
Jonathan K
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Jonathan Keener is a financial advisor at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T. Rowe Price since 2015. 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 employs tax-aware strategies and delivers financial plans through an interactive online tool, serving clients with approximately $250,000 or more in investable assets.
Gavyn M
Series 66, Series 63
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Gavyn Mayer is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 66 and Series 63 designations and has one year of industry experience. His prior work includes roles at Northwestern Mutual and several educational institutions. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses proprietary mutual funds and ETFs within model portfolios and provides clients access to tools and advisors for retirement income planning and ongoing account management.
Paul S
Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Paul Sypert is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds a Series 66 designation and has four years of industry experience, including roles at T. Rowe Price Inc and HSPPR. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary goals-based planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The service caters primarily to individual investors and households and features portfolio management driven by model allocations and tax-aware strategies.
Benjamin T
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Benjamin Taylor III is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2019. Prior to this, he was employed at CSAA Insurance Group and Blue Cross and Blue Shield of LA. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households with a minimum of $250,000 in investable assets. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, incorporating tax-aware strategies and Monte Carlo-based retirement income projections through an online platform.
Ekaterina S
CFP®, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Ekaterina Scott is a CFP® professional with six years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. She previously worked at United Services Automobile Association and The Broadmoor Hotel. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary mutual funds and ETFs combined with model allocations and an online planning tool.
Christopher B
CFP®, Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Christopher Belcher is a CFP® professional with 18 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Colorado Springs, where he has worked since 2007. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service for individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management with ongoing advisor support and online tools. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for financial planning.
Eric S
CFP®, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Eric Stevens is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and business owners to develop personalized strategies that encompass building, preserving, and transferring wealth. Eric utilizes a holistic approach that integrates all aspects of his clients' financial well-being, including investment goals, banking, estate planning, and debt management, supported by the resources of the Merrill team. With expertise in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization, Eric focuses on understanding the unique needs of his clients and providing clear, actionable guidance. He emphasizes simplifying complex financial concepts and maintaining consistent communication to build lasting relationships founded on trust and integrity. Eric holds a Bachelor's Degree from San Diego State University and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys activities such as boxing, hiking, music, running, skiing, surfing, swimming, traveling, and spending time with his family.
Joseph C
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Joseph Carrara is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing two years of industry experience. His previous roles include positions at Charles Schwab and NewAge Beverage Inc. in addition to experience in education and retail. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations for financial planning.
Andrea O
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Andrea Ordahl is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years at the firm and four years of industry experience. She has prior experience with the League of United Latin American Citizens and Pikes Peak Community College. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model allocations and tax-aware strategies, serving individual investors and households primarily through an online planning tool and advisor support.
Albert S
Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Albert Shirkey is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Edgin Insurance & Financial, and USAA Financial Advisors. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, implementing portfolios exclusively with selected T. Rowe Price mutual funds and ETFs using a model allocation approach and tax-aware strategies.
John R
Series 63, Series 65
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
John Ramirez is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 17 years with T. Rowe Price Investment Services, Inc. In addition to his advisory role, he operates a small online sales business on Etsy. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households with approximately $250,000 or more in investable assets, using model portfolios and an interactive online planning tool.
Nolan P
Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Nolan Powers is a financial advisor at T. Rowe Price Advisory Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at T. Rowe Price since 2016, with prior roles at Advised Assets Group, LLC and GWFS Equities, Inc. Nolan is based in Colorado Springs, CO. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm employs a goals-based approach using proprietary mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo simulation-based retirement income projections.
Alyssum M
CFP®, Series 63, Series 65
Colorado Springs, CO
Focus Partners Wealth, LLC
Alyssum Malone is a CFP® with 10 years of industry experience based in Colorado Springs, CO. She is currently with The Colony Group, LLC, where she has worked since 2024. Prior to that, she was with Buckingham Strategic Wealth, LLC for eight years and Strasbaugh Financial Advisory, Inc. for four years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.
Ronda B
CFP®, Series 63, Series 66
Colorado Springs, CO
T. Rowe Price Advisory Services, Inc.
Ronda Blake is a CFP®-certified financial advisor with seven years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado. She previously worked at Wells Fargo Bank NA for six years before joining T. Rowe Price in 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with a focus on retirement goals. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies and tax-aware rebalancing, with account management executed on a discretionary basis after client enrollment.
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Finding advisors...
445 advisors near
80133
within the area shown on the map
Out of 400,000+ nationwide