Top wealth management financial advisors in Brookhaven, MS

Carl Aycock is a financial advisor at Pathway Planning Inc. with 21 years of experience at the firm and over 30 years in the industry. He holds a Series 65 designation and has served as a director of the Bank of Brookhaven since its inception in 2000. Pathway Planning Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on portfolio management for individual clients. The firm employs various analysis methods and offers discretionary investment strategies with regular client reviews.

Mindy Smith is a financial advisor with Ameriprise in Brookhaven, MS, holding a Series 66 designation and five years of industry experience. She has worked exclusively with Ameriprise and its affiliates since 2013. Outside of her advisory role, she is involved with Kevin L Murphy, LLC, managing an advisory business as a Franchise Advisor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Glenn Driskell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves on the board of Moonlight Media, Inc., an internet application company based in Jackson, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including managed solutions and separately managed accounts, operating under a fiduciary standard.

John Lynch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James since 2009 and is involved in multiple business ventures in Brookhaven, MS, including ownership and management roles in local businesses and investment entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools, and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Korey White is a financial advisor with Core Advisory Group in Brookhaven, MS, holding a Series 66 credential and nine years of industry experience. He has worked at White & Associates LLC, LPL Financial, INVEST Financial Corporation, and Miller & White Inc. White is also involved in tax preparation and accounting services through White and Associates LLC. Core Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and portfolio management solutions tailored to client objectives.

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.

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 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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.