Overwhelmed by options?
Answer a few questions to see advisors matched to you.
476 advisors near
72135
within the area shown on the map
Out of 400,000+ nationwide
Victor S
Series 66
Little Rock, AR
Merrill
Victor Solarin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goal-driven financial strategies. He works with individuals, families, and business owners to help them build and preserve wealth through tailored investment approaches. His expertise spans areas including education planning, family wealth management, institutional investment consulting, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Victor holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Robert Morris University and a Master of Business Administration (MBA) from Henderson State University. He values building lasting relationships with clients based on trust and transparency, guiding them through major life transitions and financial planning stages. Outside of his professional role, Victor enjoys adventure sports, basketball, hiking, and running. His approach to financial advising is centered on understanding each client's unique priorities to deliver thoughtful and comprehensive guidance.
Chris V
Series 63, Series 66
Little Rock, AR
Merrill
Chris Vincent is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Little Rock, Arkansas. He joined Merrill Lynch initially in 2004 and, after a period working as a Financial Analyst with Trent Capital Management, rejoined Merrill Lynch in 2011 as part of the Monk, Mitchell & Williams Group. He currently works on a seven-person team focusing on managing client relationships, developing goals-based financial strategies, and contributing to investment discipline and portfolio management. Chris earned a Bachelor of Science in Business Administration, Finance, from the University of Arkansas and holds an MBA from Auburn University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). Beyond his advisory role, Chris serves as an adjunct professor at John Brown University, where he has taught courses since 2009. Chris lives in Little Rock with his wife, Courtney, and their children. Outside of his professional commitments, he is involved in coaching youth sports and leading a Sunday School group for high school students.
Jacquelin S
Series 63, Series 66
Little Rock, AR
Merrill
Jacquelin Sebastian is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Prior to that, she worked at Bank of America. Outside of her advisory role, she works as a yoga instructor in Little Rock, AR. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Christina B
Series 66
Little Rock, AR
Merrill
Christina Barfield is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following prior roles at Firestone and Autozone. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Michael V
Series 66
Little Rock, AR
Thrivent Investment Management
Michael Videll is a Series 66-licensed financial advisor with Thrivent Investment Management in Little Rock, Arkansas, where he has worked since 2015. He has 10 years of industry experience, all with Thrivent Financial and its affiliated investment management firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.
Pamela D
Series 63, Series 66
Little Rock, AR
Charles Schwab
Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.
Andrew W
Series 66
Little Rock, AR
Wells Fargo Advisors
Andrew Winters is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Caddell Reynolds Law Firm and Rainwater, Holt & Sexton. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.
Lori B
Series 66
Little Rock, AR
Raymond James & Associates
Lori Brown is a financial advisor with Raymond James & Associates in Little Rock, Arkansas, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James since 2009. Outside of her advisory role, she serves in an advisory capacity on the finance council for Immaculate Conception Catholic School, assisting with the school’s budget and financial reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Thurlo C
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Thurlo Cobb is a financial advisor at Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Primerica Advisors since 2009 and with Primerica Financial Services since 2006. Outside of his advisory role, he participates in the Arkansas Martin Luther King Jr. Commission, contributing approximately four hours per month. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers.
David D
Series 66
Little Rock, AR
Merrill
David Dudley is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of Kentucky and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is a member of the Rotaract Club of Little Rock. Outside of his professional work, David enjoys cooking, football, running, and traveling.
Martin S
Series 63, Series 65
Little Rock, AR
Raymond James & Associates
Martin Silverfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.
Mitchell B
Series 66
Little Rock, AR
Edward Jones
Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.
Douglas M
Series 63, Series 65
Little Rock, AR
Merrill
Douglas Menz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 37 years of experience in the financial industry, focusing on developing personalized wealth management strategies tailored to clients' unique financial goals. Douglas offers clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Rhodes College and has been a CERTIFIED FINANCIAL PLANNER™ certificant since February 2003. His professional designations also include Personal Investment Advisor (PIA). Douglas follows a personal philosophy of working closely with clients one-on-one to create flexible and effective financial strategies aligned with their long-term objectives. In addition to his professional work, Douglas has a history of community involvement, including volunteering with Big Brothers Big Sisters of Central Arkansas from 1986 to 2004.
Chelsya K
Series 63, Series 66
Little Rock, AR
Thrivent Investment Management
Chelsya Knoernschild is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers planning alongside managed-account programs without discretionary trading authority for the planning service.
Judith C
Series 63, Series 65
Little Rock, AR
Merrill
Judith Cecil is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 38 years of industry experience. She has been with Merrill since 1996 and concurrently affiliated with Bank of America since 2009. Outside of her advisory role, she is an investor and owner of a sole proprietorship in rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Jeremy M
Series 63, Series 65
Little Rock, AR
Morgan Stanley
Jeremy Mcdade is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1997 to 2023. He serves as a board member for the Bauxite School District in Arkansas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.
Samual C
Series 66
Little Rock, AR
Fidelity
Samual Crouch is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes service in the U.S. Army and U.S. Army Reserves, as well as roles at Sowell Management Services and Fairway Independent Mortgage Corporation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.
Charles L
Series 63, Series 65
Little Rock, AR
Morgan Stanley
Charles Lincoln II is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1994 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, where he has worked since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.
Shazaan V
Series 66
Little Rock, AR
Charles Schwab
Shazaan Virani is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase and First Horizon Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its financial research and alternative investments due diligence.
Justin C
Series 63, Series 65
Little Rock, AR
Merrill
Justin Carter is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
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.
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”)
Finding advisors...
476 advisors near
72135
within the area shown on the map
Out of 400,000+ nationwide