CFP®-certified financial advisors in Bluefield, WV

Victoria Lester is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2015 and has also been associated with First Community Bank and Bluefield State College. Lester is involved as an associate at First Community Wealth Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm focuses on tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gregory Degray is a Series 66 credentialed financial advisor with 19 years of industry experience, currently with LPL Financial since 2013. He is also a notary, performing notarial services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network, offering a broad range of advisory programs and financial planning services.

Scott Pittman is a financial advisor at Calton & Associates, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2010. Outside of his advisory role, Pittman serves as an independent director and chairman of the Compensation Committee at NUO Therapeutics, Inc., and is the CEO of the Coalfields Health Foundation, Inc., a nonprofit focused on healthcare service development. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

Christopher Benson is a financial advisor at Edward Jones in Bluefield, VA, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Wood III is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Truist Investment Services, Inc. and BB&T Securities. Wood serves as a board member for the Tazewell High School Hall of Fame, a nonprofit organization that elects members and provides scholarships to graduates. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards and provides services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and private wealth management for high-net-worth clients.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

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.