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50 advisors near
43762
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Out of 400,000+ nationwide
Lidia L
Series 63, Series 65
Cambridge, OH
Edward Jones
Lidia Laurie is a financial advisor at Edward Jones in Cambridge, OH, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked for Edward Jones since 2022, following roles at The Huntington Investment Company and The Huntington National Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Michelle B
ChFC®, Series 63, Series 66
Zanesville, OH
Raymond James & Associates
Michelle Brown is a ChFC® credentialed financial advisor with 23 years of industry experience. She is currently with Raymond James & Associates and has previously worked at State Farm Investment Management and operated the Michelle Brown Insurance Agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.
Steven M
Series 66
Zanesville, OH
Raymond James & Associates
Steven Moyer is a financial advisor with Raymond James & Associates in Zanesville, OH, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill, where he worked for 13 and 21 years, respectively. 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 diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by firm research and a range of portfolio management options.
Matthew H
Series 66
Zanesville, OH
Edward Jones
Matthew Harper is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a board member of the Muskingum County Historical Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.
Gavin S
Series 66
Zanesville, OH
Edward Jones
Gavin Supplee is a financial advisor with Edward Jones in Zanesville, OH. He holds a Series 66 designation and has two years of industry experience, including prior roles at BBI Logistics and Prime Solutions LLC. Before joining Edward Jones, he was self-employed for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Thane B
Series 66
Zanesville, OH
LPL Financial
Thane Blosser is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has previously worked at Manning & Napier Investment Services, U.S. Bancorp Investments, and Raymond James Financial Services. Blosser is also involved with The Community Bank-Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
James M
Dresden, OH
Cambridge Investment Research Advisors
James Martin is a financial advisor with Cambridge Investment Research Advisors and holds 28 years of industry experience. He previously worked at Nationwide Securities, LLC for 10 years and has been involved with Martin Family Enterprises since 1999. Martin is also an independent insurance agent and serves on the board of LifeWise Academy-Tri-Valley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.
Alicia D
Series 66
Zanesville, OH
Merrill
Alicia Dassylva is a financial advisor with Merrill, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2020. Merrill, along 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Seth C
Series 63, Series 65
Zanesville, OH
Merrill
Seth Conley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and brings over 20 years of experience in wealth management and financial education. Seth works collaboratively with a team to help clients achieve their financial goals and improve their wealth. Seth holds a Master's degree from Ohio Dominican University and a Bachelor's degree from Ohio University. He is a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Certified Financial Planner Board of Standards, Inc. Outside of his professional work, Seth teaches finance and economics at Mount Vernon Nazarene University. He is involved in community service through the Licking Memorial Development Council and MCBI Zanesville. Seth and his wife Summer live in Nashport with their three children.
Ronald D
Series 63
Zanesville, OH
LPL Financial
Ronald Davis Jr. is a financial advisor with LPL Financial in Zanesville, Ohio, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary investment management supported by research from both internal and third-party sources.
Christopher C
Series 66
Zanesville, OH
LPL Financial
Christopher Clewell is a financial advisor with LPL Financial in Zanesville, Ohio. He holds a Series 66 designation and has 21 years of industry experience, including 19 years with LPL Financial and its predecessor firms. Outside of his advisory role, he serves with a community bank in Zanesville in a financial institution duty capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of advisory programs, financial planning, and brokerage services through a large network of investment adviser representatives.
Christa Z
Series 66
Zanesville, OH
Raymond James & Associates
Christa Ziegler is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at Merrill Lynch for 15 years before joining Raymond James in 2022. 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 diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Scott B
Series 63
Zanesville, OH
Edward Jones
Scott Barr is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999 and holds a Series 63 designation. Outside of his advisory role, Barr serves as an adjunct instructor in the Business and Finance Department at Zane State College in Zanesville, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Daniel M
Series 66
Zanesville, OH
Merrill
Daniel Maxwell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2008, providing expertise in areas such as Retirement Plans, Wealth Management, Debt Management, and Investment Management. His client focus includes College Education Planning, Family Wealth Management Strategies, Legacy Planning, Personal Retirement Planning, Small Business Strategies, and Retirement Income. Daniel holds a Bachelor's Degree from the University of Dayton and carries the Professional Investment Advisor (PIA) designation. He resides in Zanesville with his wife, Marianne, and their four children. Outside of his professional work, Daniel is active in his church community and participates in various local youth sports programs. His personal interests include golfing, soccer, and spending time with his family.
Mark M
Series 63, Series 65
Zanesville, OH
Raymond James & Associates
Mark Moyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes long tenures at Merrill and Bank of America. Outside of his advisory work, he serves on the advisory board of Friends of Secrest, a nonprofit organization focused on enhancing the Secrest Auditorium in Zanesville, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.
Nathan L
Series 63, Series 66
Cambridge, OH
Raymond James Financial
Nathan Larrick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been associated with Raymond James since 2011 and is also involved as an instructor at Dave Ramsey Financial Peace University since 2019. Additionally, Larrick works with Peoples Investment Services in a registered representative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to present potential outcomes, supporting a range of advisory programs and institutional consulting services.
Jacob S
Series 66
Cambridge, OH
Edward Jones
Jacob Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2022. Outside of his advisory role, Stelzer serves as a volunteer deputy sheriff with the Noble County and Guernsey County Sheriff's Offices. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Danielle K
Series 66
Zanesville, OH
Raymond James & Associates
Danielle Knox is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Terillium. Knox serves on the Finance and Investment Committee of the Zanesville Museum of Art, advising on the selection of their outside investment manager. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.
Adam G
Series 66
Zanesville, OH
Raymond James & Associates
Adam Garber is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Century National Bank. He serves as a committee member of the Genesis Foundation Pro-AM Committee, organizing a charitable golf tournament supporting a local health initiative in Zanesville, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Joanne B
Series 66
Zanesville, OH
Raymond James & Associates
Joanne Bills is a financial advisor with Raymond James & Associates holding a Series 66 designation and 24 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
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Finding advisors...
50 advisors near
43762
within the area shown on the map
Out of 400,000+ nationwide