Top financial advisors in Brookhaven, MS
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 have complex financial goals or significant assets, working with an advisor can help you navigate decisions that affect your long-term security. A common mistake is focusing only on short-term gains without considering how your plan fits into your broader life and tax situation.
- Local tax insight. Advisors here understand Mississippi's evolving tax landscape, helping you plan around gradual income tax changes.
- Experience matters. Look for advisors who balance investment choices with your retirement and estate plans.
- Fee structure clarity. Confirm how fees are charged to avoid surprises and ensure alignment with your financial goals.
- Firm size impact. Consider whether a large firm’s resources or a smaller firm’s personalized attention better suits your needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Carl A
Series 65
Brookhaven, MS
Pathway Planning Inc
Carl Aycock offers wealth management services in Brookhaven, MS, backed by over 30 years in the industry and 21 years at Pathway Planning Inc. His firm provides discretionary investment strategies and regular client reviews, charging 1% AUM fees and $100 hourly for planning, which may appeal to clients seeking experienced, independent guidance with a focus on portfolio management and personalized attention.
Experience: 21 years
Avg account: $527,620
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Mindy S
Series 66
Brookhaven, MS
Ameriprise
Mindy Smith specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Brookhaven, MS. Working with Ameriprise, a large firm, she offers access to extensive research and tax-efficient planning, with a competitive 0.15% AUM fee, distinguishing her from advisors at smaller firms with different fee structures or service scopes.
Experience: 6 years
Avg account: $471,167
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Glenn D
Series 63, Series 66
Brookhaven, MS
Edward Jones
Glenn Driskell offers wealth management expertise in Brookhaven, MS, with specialties in tax-loss harvesting and multi-generational wealth transfer, supported by over 26 years of experience. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and charges up to 1.35% annually in program fees, balancing seasoned insight with extensive firm resources.
Experience: 27 years
Avg account: $246,728
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John L
Series 63, Series 65
Brookhaven, MS
Raymond James Financial
John Lynch offers extensive expertise in general retirement and business succession planning, supported by 43 years of experience and credentials including Series 63 and 65. Operating within Raymond James Financial, a large firm known for tailored financial plans and non-discretionary investment consulting, he provides flat-fee and hourly fee options, distinguishing him with flexible pricing and a broad client service approach in Brookhaven, MS.
Experience: 44 years
Avg account: $700,796
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Korey W
Series 66
Brookhaven, MS
CORE Advisory Group
Korey White in Brookhaven, MS, offers expertise in retirement and income planning with nine years of experience and a Series 66 credential, making him well-suited for clients with complex financial goals. His firm, Core Advisory Group, provides discretionary asset management and negotiable flat-fee financial planning, distinguishing him with flexible fees and a broad client focus including executives and business owners.
Experience: 9 years
Avg account: $290,857
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