Top financial advisors working with founders and business owners in Beeville, TX

Kevin Carrasco is a financial advisor with KMC Wealth Management, LLC in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at AINN Holdings, LLC, Kmc Capital Management, and Great Expectations, LP. Carrasco also serves as a board member for several nonprofit organizations, including Family Life Works, The San Antonio Family Foundation, and Natural Womanhood. KMC Wealth Management provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and small businesses. The firm’s investment process incorporates fundamental and technical analysis alongside modern portfolio theory and offers alternative strategies such as commodity trading and private real-estate investment management.

Julia Stimson is a financial advisor with Ameriprise in Goliad, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm Ameriprise Financial Services, Inc. Outside of her advisory role, she writes plans for other advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with algorithmic automation supporting its centralized retirement-income consulting team.

Karen Cole is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, having previously worked at Cetera Investment Services LLC, Lodestone Financial, and Edward Jones. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as ERISA retirement plan advisory and private wealth management for high-net-worth clients.

Philip Crawford is a financial advisor with First Advisors National, LLC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Butler Freeman Tally Financial Group, LLC for 17 years and has operated Philip B. Crawford Co. since 1999. Outside of advising, he is involved in farming and ranching, accounting and tax services, and fixed insurance sales. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party managers and combines tactical and strategic approaches with fundamental analysis to supplement individual security recommendations.

Sairrah Nelson is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in Beeville, TX, where she has four years of experience. Her background includes roles outside the financial industry, notably in dental care at multiple practices. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory programs and investment solutions, operating under a fiduciary standard and offering both discretionary and non-discretionary strategies.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.