Top business exit / sale strategy financial advisors 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.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.