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Heather W

Series 66

Hot Springs, AR

Raymond James Financial

Heather Webb is a Series 66 advisor with Raymond James Financial in Hot Springs, Arkansas, and has 11 years of industry experience. She has been associated with Raymond James Financial Services Advisors Inc. since 2016 and also works with Bobby Brown Private Wealth Advisors, where she supports client relations and office operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes tailored financial planning and analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian C

CFP®, Series 66

Hot Springs, AR

Edward Jones

Brian Canales is a CFP® and holds the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Pete Mankins Nissan for six years. Brian is based in Hot Springs, Arkansas. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Business exit / sale strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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William G

Series 63, Series 66

Hot Springs, AR

Wells Fargo Clearing

William Green is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Deedra B

Series 63, Series 66

Hot Springs Village, AR

Edward Jones

Deedra Berkemeyer is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of her advisory role, she has a financial interest in a fish farming operation run with family members. 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides additional services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Tyler C

Series 63, Series 66

Hot Springs, AR

Raymond James Financial

Tyler Choate is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He worked at Edward Jones for nine years before joining Raymond James Financial Services Advisors, Inc., where he has been since 2016. Outside of his advisory role, he owns and manages Choate Capital Management in Hot Springs, Arkansas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using risk profiling and modeling tools, and supports clients through a broad network of advisory programs with added municipal and public-finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bobby B

Series 63, Series 65

Hot Springs, AR

Raymond James Financial

Bobby Brown Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Brown leads Brown Comstock Private Wealth Advisors, a firm formed through the merger of his previous practice with Comstock Private Wealth Management, and is also a managing partner of Bullish Bear, L.L.C. Additionally, he is involved in real estate acquisition and management through Financial One, LLC and Ten Strike Racing, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, supporting a broad advisor network and specialized municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Staci C

Series 66

Hot Springs, AR

Edward Jones

Staci Caver is a financial advisor with Edward Jones in Hot Springs, Arkansas. She holds a Series 66 designation and has eight years of industry experience, including one year at Entegrity Energy Partners prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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