Top financial advisors working with clients approaching retirement in Athens, TX

Colin Barrett is a CFP® with 18 years of industry experience, currently serving at Edward Jones since 2008. Based in Athens, TX, he also operates a sole proprietorship, Barrett Development, LLC, which owns a building housing a law firm office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Richard Wilson is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at Avantax Investment Services, Wilson Money Management, and 1st Global Advisors. In addition to his advisory work, he operates a CPA and tax preparation business. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Damon Gonzalez is a financial advisor at Domestique Capital LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Domestique Capital since 2016. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Domestique Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm offers a range of services including portfolio management, payroll preparation, and tax return filing, utilizing a tailored investment process that emphasizes low-cost passive instruments and a dual-momentum strategy.

William Bone is a financial advisor at Oasis Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Terra Wealth Management and PrimAmerica Financial Services. Prior to his career in finance, he practiced dentistry for over four decades. He also engages in insurance sales as part of his professional activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $278 million for nearly 5,000 clients using a team-based approach and employs a variety of investment strategies including fundamental analysis, modern portfolio theory, and alternative instruments.

Todd Bloom is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at the firm’s Athens, TX office. Outside of his advisory role, he owns and manages a business real estate LLC that supports several financial planning professionals. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a collaborative, non-discretionary approach that integrates asset allocation, withdrawal strategies, and Social Security options.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

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.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

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.