Seasoned 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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.