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99 advisors near
42003
within the area shown on the map
Out of 400,000+ nationwide
Jonathan K
CFP®, ChFC®, Series 63
Calvert City, KY
Edward Jones
Jonathan King is a financial advisor with Edward Jones in Calvert City, KY, holding CFP® and ChFC® designations and possessing 22 years of industry experience. He has been with Edward Jones since 2009. King serves as a board member of the Kentucky Financial Institutions Board, attending an annual meeting to discuss the state of financial institutions in Kentucky. 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 large nationwide network of financial advisors and branch offices.
Mike S
Series 66
Paducah, KY
Edward Jones
Mike Sims is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Superior Care Home Inc. for over two decades as a minority owner and board member. He also serves as an owner and board member of Superior Care Home Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of investment advisory programs and affiliated financial services.
Bryan S
Series 66
Paducah, KY
Edward Jones
Bryan Shumate is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Cayce G
Series 66
Benton, KY
Raymond James Financial
Cayce Griffith is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016, as well as a brief tenure at Edward Jones Investments in 2017. He is also associated with Hendrickson Wealth and Retirement, where he provides financial advising and client scenario analysis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals, employing analytical tools such as risk profiling and scenario modeling.
Zackary B
Series 66
Paducah, KY
Wells Fargo Clearing
Zackary Blackwell is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at The Paducah Bank & Trust Company and Action Sports of Paducah, Inc., with additional work at Murray State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to provide both brokerage and advisory solutions across a broad range of financial products.
Jason S
CFP®, Series 66
Paducah, KY
Morgan Stanley
Jason Straub is a Certified Financial Planner (CFP®) with five years of experience in financial services. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024, following three years at UBS Financial Services. Prior to his financial career, he held roles in healthcare and medical sales, including positions at Baptist Health Paducah and Straub Medical Sales, LLC. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.
Melissa B
Series 63, Series 66
Paducah, KY
Morgan Stanley
Melissa Breeden is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She previously worked at UBS Financial Services for 26 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including personalized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.
Jane M
Series 63
Paducah, KY
Raymond James Financial
Jane Martin is a financial advisor with Raymond James Financial in Paducah, KY, holding a Series 63 designation and over 37 years of industry experience. She is the president and owner of Investment Center Inc., a support company, and also serves as president of Jalusian, LLC. Martin has been with Raymond James Financial since 2009 and has additional experience dating back to 1990. 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 clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Crissy B
CFP®, ChFC®, Series 66
Paducah, KY
Edward Jones
Crissy Bundren is a financial advisor at Edward Jones in Paducah, KY, holding the CFP® and ChFC® designations with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Travis T
Series 66
Paducah, KY
Wells Fargo Clearing
Travis Taylor is a financial advisor with Wells Fargo Clearing in Paducah, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Rotary Club of Paducah. 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 combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach.
Phillip S
Series 63, Series 66
Paducah, KY
Raymond James Financial
Phillip Sutton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Paducah, KY, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years before joining Raymond James in 2022. Sutton is involved in a financial planning business under the name Sutton Investment and Retirement Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and encourages implementation through its advisory programs or other providers.
Priya R
Series 65, Series 63
Paducah, KY
Cetera
Priya Ragnauth James is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has four years of industry experience. She has previously worked with Avantax Advisory Services and M. Dean Owen, CPA PSC, where she managed client relations and advisory services. In addition to her advisory role, she serves as a registered agent for a rental property management business. Cetera Investment Advisers LLC is a large SEC-registered firm with over 10,000 advisors, serving individual, corporate, charitable, and retirement plan clients. The firm offers a range of investment management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.
Riley T
Series 66
Benton, KY
Edward Jones
Riley Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The Murray Bank and Quest Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Adam W
Series 66
Paducah, KY
Edward Jones
Adam Whiteside is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and eight years of industry experience. He worked at Kentucky Farm Bureau from 2011 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other specialized services.
Larry H
Series 63
Paducah, KY
Robert Baird & Co.
Larry Housman is a financial advisor with Robert Baird & Co. based in Paducah, KY, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1991. Outside of his advisory role, he serves on the supervisory committee of a federal credit union and holds trustee responsibilities for family trusts, in addition to serving as a deacon and finance committee chair at Lone Oak First Baptist Church. Robert Baird & Co. is an institutional firm that provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of portfolio management strategies and incorporates internal research, including artificial intelligence tools, to deliver advisory services.
Mickey O
PFS™, Series 63, Series 65
Paducah, KY
Cetera
Mickey Owen Jr. is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 25 years of industry experience. His background includes over two decades at Avantax Advisory Services and related entities, as well as leadership roles in accounting and tax preparation at M. Dean Owen, CPA, PSC. Outside of financial advising, he is involved in managing a business focused on hydrogen engine carbon cleaning technologies and serves as an officer on a condominium association board. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and an extensive selection of model portfolios, third-party managers, and bespoke strategies.
Daniel B
CFP®, Series 66
Paducah, KY
Morgan Stanley
Daniel Brown is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 17 years. Outside of his advisory work, he serves as a trustee for Twelve Oaks Baptist Church in Paducah, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools.
Cameron M
Series 66
Calvert City, KY
Edward Jones
Cameron Mc Manus is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his career in the industry in 2023. Prior to joining Edward Jones, he worked at Community Financial Services Bank and held positions in various other industries, including retail and funeral services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of advisory programs and investment solutions.
Jamey B
CFP®, Series 66
Paducah, KY
Morgan Stanley
Jamey Brown is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Paducah, KY. Prior to joining Morgan Stanley, he worked for over two decades at UBS Financial Services. Outside of his advisory role, Brown is involved with B&S Enterprises LLC, a limo rental business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that emphasize structured discovery and modeling of financial outcomes.
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Finding advisors...
99 advisors near
42003
within the area shown on the map
Out of 400,000+ nationwide