Top cash flow / budgeting 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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

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.

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.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

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.