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306 advisors near
98337
within the area shown on the map
Out of 400,000+ nationwide
Cameron S
Series 66
Port Orchard, WA
Edward Jones
Cameron Smith is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the mortgage industry with firms including Hometown Lenders Inc., CrossCountry Mortgage, RPM Mortgage, and Penrith Home Loans. Outside of his advisory role, he manages a rental property in Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.
Gregory S
Series 63, Series 65
Port Orchard, WA
Raymond James Financial
Gregory Steiger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2021. Outside of his advisory role, he serves as a paraplanner at Dunning Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.
Cheryln M
Series 66
Silverdale, WA
Edward Jones
Cheryln Morrell is a financial advisor at Edward Jones in Silverdale, WA, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in selling SEINT beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions managed under a fiduciary standard. The firm supports a large network of advisors and branch offices and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Margaret G
CFP®, Series 66
Bainbridge Island, WA
Morgan Stanley
Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.
Dustin M
Series 63, Series 66
Seattle, WA
Edward Jones
Dustin Meade is a financial advisor at Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Douglas S
CFA®, Series 65
Bainbridge Island, WA
Pegasus Investment Management LLC
Douglas Saksa is a CFA® charterholder with 25 years of industry experience. He has been with Pegasus Investment Management LLC since 1992, serving as its sole advisor. The firm provides portfolio management and advisory services primarily to high-net-worth clients. Pegasus Investment Management operates with a consultative approach, managing most assets on a non-discretionary basis while allowing clients final trading authority and permitting leverage in separately managed accounts.
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Finding advisors...
306 advisors near
98337
within the area shown on the map
Out of 400,000+ nationwide