Independent financial advisors in Brenham, TX

Rachel Nordt is a financial advisor at Edward Jones in Brenham, TX, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2009 in various capacities. In addition to her advisory role, she manages Nordt Three LLC, an entity created for a branch lease. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Paul Clark is a CFP® and ChFC® with 26 years of industry experience. He is affiliated with Fairbanks Financial Wealth Management in Brenham, TX, and has been with MitchellClark & Company since 1976. Fairbanks Financial Wealth Management advises individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, and business entities on investment management and comprehensive financial planning. The firm employs a multi-manager, multi-style approach and integrates tax, insurance, and employee-benefit planning alongside investment advice.

Floyd Robinson is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 58 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in a family real estate investment partnership in Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using firm-approved tools and serves a broad client base with extensive investment and financial services.

Greg Hassett is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Troy Herrera is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he owns From Your Lens, a photo sharing service based in Brenham, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing proprietary and third-party strategies across various custody platforms.

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.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.