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163 advisors near
79765
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Out of 400,000+ nationwide
Sandra J
Series 66
Midland, TX
LPL Enterprise
Sandra Javelly is a financial advisor at LPL Enterprise LLC with three years of industry experience. She holds a Series 66 designation and has held prior roles at PNC Investments LLC, Bank of America, Merrill, and RBC Capital Markets, among others. Outside of finance, she previously operated a coffeeshop called Taste @ 508 Coffeeshop for seven years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.
Davis B
Series 66
Midland, TX
Morgan Stanley
Davis Baker is a financial advisor at Morgan Stanley in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held various roles at companies including ProPetro Services and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and insights from its Global Investment Committee to support client financial plans while acting primarily in an advisory capacity.
Cheryl W
Series 63, Series 66
Midland, TX
Edward Jones
Cheryl Werner is a financial advisor with Edward Jones in Midland, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Edward Jones and its predecessor since 1993. Outside of her advisory role, she owns and operates a ranching business. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Brett R
Series 63, Series 65
Midland, TX
UBS Financial Services
Brett Riley is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, he is a board member of PRO2G Mission Inc., a nonprofit focused on supporting global Christian ministries and refugee aid, and is the owner of Benaiah Holdings LLC, which manages his oil and gas production and mineral interests. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.
Norma W
CFP®, Series 63, Series 65
Midland, TX
RBC Capital Markets
Norma Whitsitt is a CFP® professional with over 31 years of industry experience, currently serving at RBC Capital Markets in Midland, TX. She has been with RBC Capital Markets since 2016 and previously worked at City National Bank. Outside of her advisory role, she assists in managing the finances and budgeting for a family-owned trucking business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside integrated financial services.
Caleb G
CFP®, ChFC®, Series 66
Odessa, TX
Edward Jones
Caleb Gold is a CFP®, ChFC®, and Series 66 credentialed advisor with four years of industry experience. He is currently with Edward Jones in Odessa, TX, and has prior experience at Morgan Stanley and Morgan Stanley Private Bank. Before his financial services career, he worked at BMW of Lubbock for five 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 services and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Christopher H
Series 66
Odessa, TX
Cetera
Christopher Hoak is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and 1st Global Advisors, as well as operating a CPA firm, Hoak & Thorp, CPAs, PC, where he continues to serve as an accountant. Outside of his advisory work, he is involved in community organizations, including serving as treasurer for the Escondido Draw Recreation Area and the Permian Basin Motorcycle Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of advisory services including portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with various program structures and custodial relationships.
Tommy D
Series 66
Midland, TX
Raymond James Financial
Tommy Darland Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones and in various business ventures prior to entering financial services. He is also the owner of TAMALAND VENTURES LLC, an investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.
Joseph M
Series 63, Series 65
Midland, TX
UBS Financial Services
Joseph Michel is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in Prejos Partners, an oil and gas investment partnership, and owns a boat storage business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including market-making, underwriting, and affiliated banking programs.
Preston M
Series 66
Midland, TX
UBS Financial Services
Preston Michel is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Community National Bank, Texas Tech University, and Midland Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.
Cindy H
Series 63, Series 66
Midland, TX
Wells Fargo Advisors
Cindy High is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 registrations and 21 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Investment Professionals, Inc. She is also the owner of Platinum on Wall Street LLC, an investment-related business based in Midland, Texas. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored planning across a broad range of areas including retirement, education, and business-owner transition planning. The firm integrates advisory services with other financial products and referral channels to serve clients who meet a net-worth threshold.
Elaine Rogers E
Series 66
Midland, TX
Wells Fargo Advisors
Elaine Rogers Elliott is a financial advisor at Wells Fargo Advisors in Midland, TX, holding a Series 66 credential with 25 years of industry experience. She has been with Wells Fargo Advisors since 2015. Elliott serves as a board member of the Paisano Foundation, where she participates in reviewing finances and investments and supports the foundation’s capital campaign. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory and brokerage implementation options available to clients.
John L
Series 63, Series 65
Midland, TX
LPL Financial
John Love III is a financial advisor with LPL Financial in Midland, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His background includes roles at Avantax Advisory Services and ownership of several private businesses, including commercial contracting and oil ventures. Outside of finance, he has been involved in direct sales and recently became a candidate for the U.S. Senate in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diversified advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.
Jimmy M
Series 63, Series 65
Midland, TX
UBS Financial Services
Jimmy Mcneil is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory role, he is involved in oil and gas ventures through several partnerships and ownership interests focused on exploration, production, and royalty management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and proprietary research to tailor investment solutions.
Kimberly J
CFP®, Series 63, Series 66
Midland, TX
Edward Jones
Kimberly Johnson is a financial advisor with Edward Jones in Midland, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 17 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated products.
Gary D
Series 66
Odessa, TX
Mass Mutual Investors Services
Gary Dutchover is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has also worked in insurance sales through Bluecrest Financial Alliances since 2020. Prior to his financial services career, Dutchover was involved with the Odessa Country Club and held various other positions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis to develop collaborative annual financial plans and offers additional planning programs, including divorce and estate-settlement services.
Mickey H
CFP®, Series 66
Odessa, TX
Edward Jones
Mickey Heflin is a CFP® with seven years of experience, currently advising at Edward Jones in Odessa, TX. His prior work includes roles at United Supermarkets and Texas Tech University. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients across a wide range of needs. The firm offers various managed account strategies, affiliated mutual funds, and operates under a fiduciary standard.
Scott B
Series 66
Midland, TX
Wells Fargo Advisors
Scott Betton is a financial advisor with Wells Fargo Advisors in Midland, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2015. Outside of his advisory role, Betton serves as president of the Midland Festival Ballet and participates on the finance committee for the Springboard Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, serving clients who meet defined net-worth thresholds.
Alondra R
Series 66
Midland, TX
LPL Financial
Alondra Robles is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Steward Partners, Merrill, JPMorgan Securities, Barclays Capital, and Lehman Brothers. She operates out of Midland, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides diverse advisory and brokerage services through a large network of representatives, offering customizable investment strategies and institutional platforms.
Sydney C
Series 66
Midland, TX
UBS Financial Services
Sydney Comstock is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, following four years at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.
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Finding advisors...
163 advisors near
79765
within the area shown on the map
Out of 400,000+ nationwide