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7 advisors near
15370
within the area shown on the map
Out of 400,000+ nationwide
Jeffrey W
Series 66
Waynesburg, PA
Milinovich & Co., Inc
Jeffrey Widdup is a financial advisor at Milinovich & Co., Inc. with 23 years of industry experience. He holds a Series 66 credential and has been with Milinovich & Co., Inc. since 2010. Widdup also serves as vice president and assistant treasurer/loan officer at First Federal Savings & Loan of Greene County and teaches as adjunct faculty at Waynesburg University. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, and charitable organizations. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client portfolios primarily using mutual funds, ETFs, certificates of deposit, and bonds.
Joshuah D
CFP®, Series 65
Waynesburg, PA
Milinovich & Co., Inc
Joshuah Dains is a CFP® and holds a Series 65 license with six years at Milinovich & Co., Inc. and a total of four years in the financial industry. His prior work experience includes roles at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates, and other entities. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, managing approximately $106 million in discretionary assets for about 300 clients.
Michael M
Series 65
Waynesburg, PA
Milinovich & Co., Inc
Michael Milinovich is a financial advisor at Milinovich & Co., Inc. with 11 years of industry experience and holds a Series 65 designation. He is involved in the Community Foundation of Greene County’s finance committee and volunteers on the Parents advisory council for Blueprints, a community action corporation. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, and estates, managing approximately $106 million in discretionary assets. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, serving about 300 client relationships with a small advisory team.
Shane B
Series 66
Waynesburg, PA
TIAA-CREF
Shane Bright is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 credential and has worked at Ameriprise and Carolina Financial Services Group prior to joining TIAA-CREF. Bright also spent time at East Carolina School of Business in a professional capacity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of advisory services, including customized portfolio management and acting as adviser to a donor-advised fund.
Shelby S
Series 63, Series 65
Waynesburg, PA
LPL Financial
Shelby Stilwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 8 years of industry experience. Prior to joining LPL Financial in 2021, Stilwell worked at Cory Grandel and Waddell & Reed, Inc., among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.
Thomas F
ChFC®, Series 63, Series 66
Waynesburg, PA
Edward Jones
Thomas Fetsko is a financial advisor with Edward Jones in Waynesburg, PA, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Outside of his advisory role, he participates in the audit team at Oakview United Methodist Church. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.
Molly G
Series 65
Waynesburg, PA
LPL Financial
Molly Grandel is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and has previously worked at Waddell & Reed and pursued roles at various organizations including educational institutions and fashion companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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Finding advisors...
7 advisors near
15370
within the area shown on the map
Out of 400,000+ nationwide