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9 advisors near
32064
within the area shown on the map
Out of 400,000+ nationwide
Michael J
CFP®, Series 66, Series 63
Live Oak, FL
PNC Wealth Management
Michael Jones is a CFP® professional with 11 years of experience in the financial services industry. He is currently with PNC Wealth Management and has prior experience at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates a tutoring service called Michael Jones Tutoring Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists for portfolio management.
Herman G
CFP®, Series 63, Series 65
Live Oak, FL
Independent Financial partners
Herman Gunter IV is a CFP® professional with 24 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and IFP Securities, LLC, and previously worked at LPL Financial. Outside of his advisory role, he serves as a board member for the Pregnancy Care Center, a nonprofit providing medical and counseling services to women in North Florida, and holds a position on the Suwannee County Republican Executive Committee. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving individual, charitable, corporate, and high-net-worth clients.
Herman G
ChFC®, Series 63, Series 65
Live Oak, FL
Independent Financial partners
Herman Gunter III is a financial advisor with Independent Financial Partners who holds the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at LPL Financial and IFP Securities. Outside of his advisory work, he operates a retail business specializing in collectible firearms and serves as a presiding elder and volunteer worship leader at Covenant First Presbyterian Church in Live Oak, Florida. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting services.
Seth W
CFP®, Series 66
Live Oak, FL
Edward Jones
Seth Wilkins is a CFP® professional with six years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Symbotic LLC for two years and served in the United States Marine Corps for eight years. He is a board member of the City of Live Oak Firefighters' Pension Trust and coaches the middle school track team at Suwannee Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices.
Taylor S
Series 65, Series 63
McAlpin, FL
Primerica Advisors
Taylor Siemon is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2004, with a brief tenure at Paradise Real Estate International. In addition to advisory services, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a nationwide network of financial advisors.
Thomas A
Series 66
Live Oak, FL
Edward Jones
Thomas Abercrombie is a financial advisor with Edward Jones in Live Oak, FL, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked at Stepping Stones from 2018 to 2022 and spent twelve years with the Suwannee County School District. He is co-owner of Stepping Stones Preschool, a daycare facility, alongside his wife who manages daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Ciera B
Series 66
Live Oak, FL
Edward Jones
Ciera Butts is a financial advisor at Edward Jones in Live Oak, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she operated a bakery business called Cookies by Ciera, specializing in holiday and seasonal cookie sales. 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 strategies supported by a large nationwide network of advisors and branch offices.
Stephanie B
Series 66
Live Oak, FL
Edward Jones
Stephanie Baker Estrella is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christopher H
CFP®, Series 63, Series 66
Live Oak, FL
Edward Jones
Christopher Henry is a CFP® professional with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a partner in a real estate LLC in Live Oak, Florida. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
9 advisors near
32064
within the area shown on the map
Out of 400,000+ nationwide