Top financial advisors working with financial professionals in Arkansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in finance, your income and benefits might be more complex than most, with bonuses, stock options, or deferred compensation. Without an advisor who understands these nuances, you could miss opportunities to optimize your tax situation or retirement savings.
- Industry-specific knowledge. Look for advisors who understand the unique compensation structures common in financial careers, not just general financial planning.
- Tax implications insight. Confirm they can navigate tax strategies related to bonuses, RSUs (restricted stock units), and other financial professional perks.
- Retirement plan navigation. Ask how they help integrate employer-sponsored plans with your overall retirement goals, considering your career's earning patterns.
- Career transition planning. Financial professionals often change roles or firms; check how the advisor supports smooth financial transitions during these changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard W
CFP®, Series 65, Series 63
Monticello, AR
Ashton Thomas Private Wealth
Richard Westhelle's 16 years of experience and CFP® certification equip him to address the complex financial needs of financial professionals in Arkansas, including retirement income strategies and options trading. His background at Goldman Sachs and current role at Ashton Thomas Private Wealth, which serves high-net-worth clients with discretionary portfolio management and family office services, distinguishes him through a blend of institutional expertise and personalized, flat-fee independent advice.
Experience: 16 years
Avg account: $1,841,971
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Seth C
Series 66
Arkadelphia, AR
Edward Jones
Seth Collins specializes in serving financial professionals in Arkansas, leveraging 18 years of experience and expertise in retirement plans for business owners, charitable giving, and estate planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing him through both firm resources and personalized financial planning.
Experience: 18 years
Avg account: $246,728
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Charles Y
Series 63, Series 65
New York, NY
First Manhattan Co. LLC
Charles Yale's 21 years of experience and focus on wealth management and tax-loss harvesting equip him to address the complex compensation and tax situations common among financial professionals. Based in New York and affiliated with the large firm First Manhattan Co. LLC, he serves high-net-worth clients with a research-driven, long-term capital appreciation approach, differentiating him from advisors who may focus on smaller client segments or different investment strategies.
Experience: 22 years
Avg account: $5,577,808
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Anthony T
Series 63, Series 66
Little Rock, AR
Fidelity
Anthony Tillman specializes in serving financial professionals in Arkansas, leveraging his 11 years of industry experience and roles at Fidelity Investments to address complex compensation structures like bonuses and stock options. His background includes expertise in charitable giving and active portfolio management, and he operates within a large firm environment, which may offer extensive resources compared to smaller local advisors.
Experience: 11 years
Avg account: $234,793
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Douglas J
Series 63, Series 65
Little Rock, AR
Merrill
Douglas Jackson Jr. is well-equipped to assist financial professionals in Arkansas with complex income and retirement planning, leveraging over 30 years of experience and specialties in wealth management and retirement income strategy. As a seasoned advisor at Merrill, a large firm, he offers a comprehensive approach that includes collaboration with other professionals and a fee structure based on assets under management, distinguishing him from peers with his extensive credentials and community involvement.
Experience: 33 years
Avg account: $860,085
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