Top financial advisors working with established professionals in Baytown, TX

Lindsey Frazier is a financial advisor at Edward Jones with a Series 66 credential. She has prior experience working at Lucido Group, Novum Energy, Jera Americas, Trafigura Trading, Occidental Petroleum, and Sirius Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

Kyle Pledger is a CFP® professional with eight years of industry experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, Avantax Investment Services, and Davis & Associates CPA Firm, where he also provides support for financial planning and research. In addition to his advisory work, Pledger is involved with Integrated Tax and Wealth Strategies as a financial analyst and serves as an associate financial planner at BCOR Administrative Services, focusing on financial plan creation and client relationship management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by a structured investment process overseen by an Investment Advisory Committee.

Armando Garza is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and Bank of America, N.A. Before joining Merrill, he held positions at several firms including Cetera Advisors LLC and Orbis Wealth Consulting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Stephens is a CFP® and PFS™ credentialed advisor with 29 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, LLC and Integrated Tax and Wealth Strategies. Stephens also serves as a trustee and holds leadership roles in various family and community organizations in Baytown, TX. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisers, utilizing tax-intelligent strategies and discretionary management with over $7.5 billion in assets under management.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.