Top financial advisors working with mid-career 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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.