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490 advisors near
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Justin W
CFP®, Series 66
Madison, AL
Edward Jones
Justin Wright is a CFP® professional with seven years of financial industry experience, currently serving as an advisor at Edward Jones since 2019. Prior to his advisory role, he worked for ten years at the Missile Defense Agency. Outside of finance, he is a co-owner and investor in a moving company based in Huntsville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large national network of advisors and branch offices, as well as affiliated services including trust, mutual funds, and securities-based lending.
Emily D
CFP®, Series 63
Huntsville, AL
Edward Jones
Emily Davenport is a financial advisor with Edward Jones in Huntsville, Alabama, holding CFP® and Series 63 designations and bringing 31 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,700 financial advisors and maintains capabilities beyond advisory services, including a trust company and securities-based lending.
Brooks C
Series 66
Decatur, AL
Wells Fargo Advisors
Brooks Collins is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several family farming operations and agricultural ventures in Alabama. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.
Ashley E
Series 66
Decatur, AL
Edward Jones
Ashley Eubanks is a Series 66-licensed financial advisor with two years of industry experience, currently practicing at Edward Jones in Decatur, Alabama. Prior to her current role, she worked at BBVA Compass for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Davis W
Series 66
Madison, AL
Edward Jones
Davis Whitten is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was involved in the pharmacy and lawn care businesses. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices.
William T
Series 63, Series 65
Huntsville, AL
Morgan Stanley
William Thomson is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using firm-approved tools and models, managing approximately $2.74 trillion in client assets.
Walter G
Series 66
Huntsville, AL
Merrill
Walter Gantt is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with business owners, executives, physicians, and families approaching retirement who have accumulated meaningful wealth and seek a coordinated approach to managing their financial affairs. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Walter holds a Bachelor's Degree in Managerial Finance from the University of Mississippi. He has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional approach involves understanding clients' goals, identifying gaps or unnecessary complexity, and developing plans based on their priorities. He also serves on the Huntsville Hospital Foundation Development Council. Outside of his professional work, Walter enjoys football, golfing, hunting, tennis, and spending time with his family.
Shelby C
Series 66
Huntsville, AL
Merrill
Shelby Constantine is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families clarify their financial priorities and build strategies that support their goals throughout various life stages. Her expertise includes college education planning, family wealth management, retirement income and personal retirement planning, legacy planning, tax minimization, as well as services and consulting for defined benefit and contribution plans. Shelby works with clients ranging from young professionals to retirees, emphasizing thoughtful, goal-focused strategies that evolve with clients' changing needs. Shelby holds a Bachelor's Degree from Troy University and is a Personal Investment Advisor (PIA). She enjoys dancing, playing pickleball, running, spending time with her family, and traveling. As a native of Huntsville, she values building long-term relationships within her community.
Maxime F
Series 66
Decatur, AL
LPL Financial
Maxime Faure is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked with Lentz Thompson Retirement Advisors, Securities America, Inc., and has experience in academic roles at Harding University and William Woods University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.
Lacey H
Series 66, Series 63
Huntsville, AL
Wells Fargo Clearing
Lacey Hodde is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing five years of industry experience. She has been with Wells Fargo Clearing Services since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from its Investment Institute and third-party databases to support its investment approach.
Tucker W
Series 66
Athens, AL
Edward Jones
Tucker Walters is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he held roles at several companies including ServiceTitan and Salesforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.
Danielle S
Series 66
Huntsville, AL
Merrill
Danielle Sanford is a financial advisor at Merrill with a Series 66 designation and six years of experience at the firm. She previously worked at Redstone Federal Credit Union and co-owned Sanford Group Inc., a business that transitioned from a restaurant to an online seasoning company. Sanford assists with bookkeeping and payroll for this company, dedicating a few hours weekly outside of regular business hours. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Luci W
Series 63, Series 65
Decatur, AL
Morgan Stanley
Luci Woodard is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Woodard serves as an election poll official for the Lawrence County Alabama Commission. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.
Craig S
Series 63, Series 65
Huntsville, AL
Thrivent Investment Management
Craig Satterfeal is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. He holds Series 63 and Series 65 credentials and is based in Huntsville, AL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and integrates planning with managed-account programs while maintaining the separation of these services.
Douglas L
Series 66
Huntsville, AL
LPL Financial
Douglas Lund is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research Advisors for nine years. Outside of his advisory role, he is part owner of Southern Studio, a retail engraving company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and various technology-driven investment strategies.
Pamela B
Series 63, Series 65
Huntsville, AL
Raymond James & Associates
Pamela Baird is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. 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 investors, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.
Abigail M
Series 66
Huntsville, AL
Edward Jones
Abigail Matsuyama is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Cardinal Group Management and Campus Advantage. She is also a part owner of MMG Wellness, a fitness studio operated with her husband. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary solutions, with services operated under a fiduciary standard.
Lori H
Series 63, Series 65
Decatur, AL
LPL Financial
Lori Hotung is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with LPL Financial since 2007 and with Renasant Bank since 2005. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 LPL Research and third-party subadvisors.
Parker R
Series 66
Huntsville, AL
Morgan Stanley
Parker Rutland is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.
Ty K
CFP®, Series 66
Decatur, AL
Wells Fargo Advisors
Ty Keenum is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Decatur, AL, and has nine years of industry experience. His prior roles include positions at Morgan Stanley, Progress Bank, SA Stone Wealth Management, and Wells Fargo Clearing. He serves on the finance committee of Wheeler Wildlife Refuge in Decatur. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored client recommendations.
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Finding advisors...
490 advisors near
35756
within the area shown on the map
Out of 400,000+ nationwide