Top financial advisors working with financial professionals in Big Spring, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in finance, your income and benefits might be more complex than most, requiring an advisor who understands your unique compensation and career path. A common mistake is treating your financial planning like a standard case, which can overlook key factors like variable income or industry-specific risks.
- Industry-specific insight. Confirm the advisor knows how financial professionals' compensation structures affect cash flow and tax planning.
- Tax impact awareness. Texas has no state income tax, but property and sales taxes matter; ask how they incorporate these into your overall plan.
- Career transition planning. Financial professionals often face job changes or contract shifts; check how the advisor manages these uncertainties.
- Benefit optimization. Inquire how they help maximize employer benefits and retirement options unique to financial careers.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jessica G
Series 66
Midland, TX
RBC Capital Markets
Jessica Glaser's 12 years of experience and Series 66 designation equip her to address the complex compensation and career transitions typical for financial professionals in the Big Spring area. Working with RBC Capital Markets, a large firm offering flat-fee options and diverse advisory programs, she provides tailored strategies including tax-loss harvesting and concentrated stock management, distinguishing her from advisors with narrower focuses.
Experience: 12 years
Avg account: $1,017,425
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Braden S
Series 63, Series 65
Midland, TX
Ashton Thomas Private Wealth
Braden Schaffner in Midland, TX, offers 14 years of experience and specializes in retirement income strategy, passive/index investing, and options & derivatives strategies, which can address the complex compensation and career transitions of financial professionals. His firm, Ashton Thomas Private Wealth, provides discretionary portfolio management and family office services with flexible fee structures including flat fees and negotiable AUM rates, distinguishing him from others by combining tailored investment approaches with comprehensive client support.
Experience: 14 years
Avg account: $1,841,971
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Timothy B
Series 63, Series 65
Fort Worth, TX
Merrill
Timothy Bryson's extensive 39 years of experience at Merrill Lynch in Midland, TX, equips him to address the complex financial needs of financial professionals, including wealth management and active portfolio management. His large-firm background and focus on multi-generational wealth transfer distinguish him from others, offering personalized strategies and discretionary portfolio management with a 1.10% AUM fee for accounts under $2 million.
Experience: 40 years
Avg account: $860,085
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