Top business succession planning financial advisors in Atlantic City, NJ

James Devlin Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies supported by LPL Research and third-party subadvisors.

Ronald Rubin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 35 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and related firms since 2002. Outside of his advisory role, he operates a non-MassMutual insurance brokerage focused on life, health, and long-term care products. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management and educational seminars, structuring planning engagements as ongoing, collaborative relationships tailored to client goals.

Sarah Swofford is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Lerner Group. Since joining the group in 2012, she has focused on the research and development of investment portfolio strategies and collaborates with her team to create individualized financial plans that include regular portfolio reviews and adjustments based on clients' risk parameters. She also leads the cash flow analysis and modeling efforts within the group. Sarah holds a bachelor's degree in finance from Baruch College and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She serves as Chair of the NYC Women's Exchange Mentoring Committee, contributing to professional development and mentorship within her community. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, and women and wealth.

George Bellos is a financial advisor with Wells Fargo Clearing in Margate, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Cakert is a CFP® professional with 22 years of experience in financial advising. He has been with TC Financial Management, Co Inc. since 1992. TC Financial Management provides investment management and financial planning services to individual investors, trusts, and estates, focusing on a long-term, allocation-driven approach that primarily uses no-load mutual funds and ETFs. The firm operates on a fee-only model and emphasizes personalized financial planning integrated with continuous portfolio advice.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.