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1,668 advisors near
89104
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Christine G
Series 66
Las Vegas, NV
Morgan Stanley
Christine Graham is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Fidelity Investments from 2015 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
Kerry W
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Kerry Withrow is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Raymond James in 2024, he worked at City National Bank and RBC Capital Markets. He is a passive investor in a private equity healthcare fund. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.
Joanne C
Series 66
Las Vegas, NV
Cetera
Joanne Curry is a financial advisor with Cetera based in Las Vegas, NV, holding a Series 66 designation and over 14 years of industry experience. She has been associated with Cetera and related entities since 2011 and also operates Jonlyn & Associates, Inc., a CPA firm offering tax and accounting services. Additionally, she is involved in residential housing construction and property management through several business ventures. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.
Samer J
Series 66
Las Vegas, NV
J.P. Morgan Securities
Samer Jawhari is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 license and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at BNY Mellon and Wells Fargo. Outside of financial services, he is involved in several business ventures, including an automotive rental company and investments in real estate and an HVAC business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Gregory G
CFP®, ChFC®, Series 66
Henderson, NV
Edward Jones
Gregory Gonzalez is a financial advisor at Edward Jones in Henderson, NV, holding the CFP®, ChFC®, and Series 66 credentials with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Pima Door and Supply. Outside of his advisory role, he is involved with Our Savior Lutheran Church, assisting with community outreach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is notable for its extensive advisor network and affiliated capabilities including trust services and proprietary mutual funds.
Jacob W
Series 66
Henderson, NV
LPL Financial
Jacob Woolstenhulme is a Series 66-credentialed financial advisor with LPL Financial in Henderson, NV, having started his advisory career in 2026. His prior work includes roles in event management and pest control, as well as service on a mission for the Church of Jesus Christ of Latter-day Saints. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by proprietary and third-party research.
Lee M
Series 63, Series 66
Las Vegas, NV
Merrill
Lee Mc Neill is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving a diverse clientele including casino executives, contractors, attorneys, physicians, business owners, athletes, and retirees. His professional experience includes a background as an insurance executive and a comprehensive approach to wealth management that focuses on the preservation of capital, generating income, growth, and legacy planning. Lee takes a personalized approach to financial advising by assessing clients' goals and gaps in their financial situations before developing integrated strategies. He collaborates with Merrill Lynch Wealth Management analysts to customize investment portfolios across asset classes, aiming to align with clients' long-term goals, risk tolerance, timeline, and liquidity needs. His areas of expertise include executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. A Las Vegas native who grew up in the gaming industry, Lee holds a High School Diploma from Durango High School and attended the University of Nevada - Las Vegas without earning a degree. He is a Personal Investment Advisor (PIA) and a member of the Las Vegas Metro Chamber of Commerce. Outside of his professional work, Lee's personal interests include cooking, football, ice hockey, music, and traveling.
Jennifer R
Series 63, Series 65
Las Vegas, NV
LPL Financial
Jennifer Ricca is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked with Morgan Stanley Smith Barney for 10 years and Wells Fargo Clearing for 2 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, combining discretionary and non-discretionary management with model portfolios and research support.
Mia K
Series 63, Series 65
Henderson, NV
Ameriprise
Mia Kerman Quentin is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she has worked as a grocery delivery driver for Walmart Spark. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Alejandro L
Series 66
Las Vegas, NV
Merrill
Alejandro Leon Rodriguez is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2006, Alejandro has held various roles, including community banking and wealth management. Raised in Las Vegas, he is familiar with the local community and focuses on serving its needs. Alejandro specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation and is fluent in both Spanish and English. Alejandro earned his High School Diploma from Rancho High. Outside of his professional work, Alejandro enjoys billiards, boxing, dancing, golfing, and traveling. His approach centers on understanding what matters most to clients and their families to develop flexible strategies that pursue their financial goals.
Michael O
Series 63, Series 66
Las Vegas, NV
Thrivent Investment Management
Michael Obrien is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent since 2016. Outside of his advisory role, Obrien serves as a board member for Unshakable, a nonprofit supporting women recovering from trauma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across a wide range of topics, with the option to combine planning with managed-account programs under consolidated billing.
Jennifer I
Series 66
Las Vegas, NV
Edward Jones
Jennifer Incera Jimenez is a financial advisor at Edward Jones in Las Vegas, NV, holding a Series 66 designation. She began her career at First Cash in 2013, where she worked for 11 years, followed by a position at LVMH/Starboard before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.
Michael M
CFP®, Series 66
Henderson, NV
Edward Jones
Michael Marinaro is a financial advisor at Edward Jones in Henderson, NV, holding CFP® and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is part owner and officer of Sauce Properties, LLC, an LLC established to manage a family-inherited rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Jason G
Series 63, Series 65
Las Vegas, NV
Wells Fargo Clearing
Jason Guttenberg is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, Guttenberg serves as treasurer for the Malibu Men's Retreat, organizing bi-annual events. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.
David C
Series 63, Series 65
Las Vegas, NV
Cetera
David Charnot is a financial advisor with Cetera in Las Vegas, NV, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has worked with Avantax Investment Services and Advisory Services for a decade and leads Strategize Wealth Management Group Inc. Outside of advising, Charnot owns Strategize Home Solutions LLC, a referral marketing business for mortgages, and serves as president of Strategize Tax LLC, which prepares tax returns for the public. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.
Nadine F
Series 63, Series 65
Las Vegas, NV
Merrill
Nadine Faulis is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management in Las Vegas. Since joining Merrill in 1995, Nadine has dedicated over 25 years to serving families, individuals, and businesses with personalized wealth management strategies. Her expertise encompasses family wealth management, personal retirement planning, portfolio management, and specialized services for women and clients in sports and entertainment. Nadine focuses on developing tailored financial plans that address clients' short, intermediate, and long-term goals, helping them navigate the complexities of investment and retirement decisions. Nadine holds dual bachelor's degrees in Finance and Marketing from the University of Nevada, Las Vegas, and several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her commitment to excellence in financial advising has been recognized through multiple honors such as Forbes’ "Best-in-State Wealth Advisors" and "Top Women Wealth Advisors" lists, as well as inclusion in Barron's "Top 1,200 Financial Advisors" rankings. Beyond her professional work, Nadine is actively involved in her community and church, participating in organizations such as Nevada Women's Philanthropy and the United Way of Southern Nevada – Women United. She also volunteers with the Merrill Women's Exchange. Her personal interests include golfing, music, photography, reading, singing, swimming, traveling, volleyball, watching movies, and spending time with her family.
Gianna D
Series 66
Las Vegas, NV
Merrill
Gianna Davis Vaccarino is a Financial Advisor with Merrill Lynch Wealth Management. She works alongside a dedicated team to develop personalized wealth management strategies tailored to her clients' individual goals. Gianna focuses on a comprehensive approach to managing wealth by understanding each client's unique financial circumstances and priorities. Her expertise areas include business and retirement planning, education savings, transfer of wealth, estate planning, portfolio management, and philanthropic planning. She leverages over 50 years of combined team experience and provides access to banking, credit, and lending services through Bank of America. Gianna earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Nevada Las Vegas. She holds Series 7 and 66 FINRA registrations and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Gianna is also affiliated with the Kappa Alpha Theta - Delta Epsilon Chapter. A native of Las Vegas, Gianna is actively involved in community service. She volunteers with the Three Square Food Bank and The Alzheimer's Association, coordinating a team of volunteers annually for the Walk to End Alzheimer's event. Outside of her professional and community work, she enjoys traveling, hiking, cooking, football, golfing, ice hockey, music, spending time with her family and their dog Henry, watching movies, and practicing yoga.
Jerrod C
Series 65
Las Vegas, NV
Cambridge Investment Research Advisors
Jerrod Crouch is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 65 designation and has previously worked at MassMutual Life Insurance Company and Penn Mutual. Outside of his advisory role, Jerrod is involved as a coach in sport and fitness and serves as a committee member for Las Vegas Heals. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client objectives.
Jon E
Series 63, Series 65
Las Vegas, NV
Morgan Stanley
Jon Erickson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Erickson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.
Nicole S
Series 66
Las Vegas, NV
Morgan Stanley
Nicole Scullark is a Series 66-registered financial advisor with Morgan Stanley in Las Vegas, NV, and has five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill and Bank of America from 2019 to 2025, and held roles at Marshall Retail Group, Soleil Management, YMCA, and Desert Orthopaedic Center/Integrity Rehab Group. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment offerings.
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1,668 advisors near
89104
within the area shown on the map
Out of 400,000+ nationwide