Top financial advisors working with married couples and partners in Bremerton, WA

Brian George is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., and has previously worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Edward Jones. Since 2021, he has been involved with the Charitable Planning Network, assisting nonprofit organizations with non-cash fundraising. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension and profit-sharing plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in assets, offering a variety of investment options including mutual funds, alternative investments, and cryptocurrency.

David Coulter is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Merrill, and other firms. He is also involved in selling fixed annuities and various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Teresa Bryant is a financial advisor with Edward Jones in Port Orchard, WA, holding CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2011. Bryant is also the owner of Inspirational Ventures LLC, an investment property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Harry Keppert Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Advanced Financial Tax, LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment managers and program structures.

Robert Nelson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Nelson is also the sole proprietor of Paralis LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

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.

Robert Schiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He serves individuals, families, and corporate executives by providing wealth management services that integrate investment resources from Merrill and banking capabilities at Bank of America. Robert works collaboratively with clients’ attorneys and CPAs to address all aspects of their financial lives. Since joining Merrill Lynch Wealth Management in 2000, Robert has focused on developing personalized financial strategies tailored to his clients’ goals, risk tolerances, and time horizons. He begins each client relationship with a thorough information gathering and risk assessment process and provides ongoing reviews to ensure alignment with evolving objectives. His services include assisting retirees with 401(k) distributions, income planning, and legacy planning. Robert holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Jonathan Dayton. He participates in the American Cancer Society’s annual Relay for Life and volunteers locally. A New Jersey native, Robert lives in Mountainside, NJ with his wife and two children. In his leisure time, he enjoys skiing and fishing.

Lynn Matheron is a financial advisor at Masonboro Advisors in Wilmington, NC, with three years of industry experience. She holds a Series 65 designation and has held positions at Capital Investment Advisory Services, Glasgow & Associates, and Coldwell Banker Sea Coast, among others. In addition to her advisory role, she is a licensed independent insurance agent. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm offers discretionary portfolio management, comprehensive financial planning, and sub-advisory services, using a tailored, asset-allocation approach that includes mutual funds, ETFs, individual securities, and structured notes through its Yield Enhancement Strategy.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Peter Bittermann is a financial advisor at Westminster Financial Advisory Corp with 26 years of industry experience. He has worked at Westminster Financial Advisory since 2011 and previously was with RBC Capital Markets Corporation from 2008 to 2011. He holds the Series 66 designation. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a buy-and-hold framework combined with discretionary trading and option strategies.