Top financial advisors working with financial professionals in Andrews, TX

Cade Jones is a financial advisor at Eight 31 Financial, LLC in Midland, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Syntal Capital Partners for six years and has a background that includes a role at UDawg Graphics. Eight 31 Financial advises primarily high-net-worth individuals and institutional clients, managing approximately $494 million in assets across 66 client relationships. The firm offers tailored, goal-based portfolios with discretionary authority, combining various investment vehicles and third-party platforms, and sponsors affiliated private funds while operating its own wrap fee program.

Joe Basham Jr. is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC and Parkland Securities since 2014, with a brief tenure at Royal Alliance in 2017. Outside of his advisory work, he owns Basham Financial Group and holds appointments to sell life, health, annuities, disability, and long-term care insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client suitability.

Jay Eagan is a financial advisor with Mass Mutual Investors Services in Midland, TX, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been associated with Mass Mutual Life Insurance Company since 2003 and MML Investors Services, Inc. since 1982. Outside of his advisory role, Eagan is a partner at PFG Advisors and engaged in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing, collaborative relationships and provides a range of programs including wrap accounts and educational seminars.

Pamela Brownlee is a financial advisor at Edward Jones with 20 years of experience at the firm. She holds a Series 66 designation and is based in Andrews, TX. Outside of her advisory work, she is involved in a family real estate investment LLC with her spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering diverse advisory programs and affiliated investment products.

Paulina Perez is a financial advisor with Wells Fargo Clearing in Midland, TX. She holds Series 65 and Series 63 registrations and has three years of industry experience. Prior to her current role, she has worked at Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing roughly $671 billion in assets with over 14,000 advisors.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.