Top financial advisors in Carson City, NV
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're navigating financial decisions in Carson City, NV, you might be dealing with unique tax considerations since Nevada has no state income tax but relies on sales and property taxes. A common mistake is overlooking how federal taxes and local sales or property taxes impact your overall financial picture.
- Federal tax focus. Confirm how the advisor integrates federal tax planning with Nevada's sales and property tax environment.
- Business-friendly insight. If you're an entrepreneur, ask how they leverage Nevada's policies to support your business and personal finances.
- Long-term tax strategy. Look for advisors who consider how sales and property taxes affect your wealth over time, not just income tax.
- Experience in local markets. Ensure they understand Carson City's economic factors that influence investment and tax planning decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sharon K
Series 66
Carson City, NV
Wells Fargo Clearing
Sharon Kaplan's 18 years of experience and Series 66 designation equip her to navigate Carson City's unique tax environment, including federal tax planning integrated with local sales and property taxes. Affiliated with Wells Fargo Clearing, a large firm offering flat-fee structures and serving high-net-worth clients, she provides IPS-driven investment advisory services suitable for retirees and business owners.
Experience: 19 years
Avg account: $475,575
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Walter S
Series 63, Series 66
Carson City, NV
Cetera
Walter Shepperd's 20 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-suited to address Carson City's unique tax environment. Operating within Cetera, a large firm offering flat-fee financial planning and a broad trust network, he also supports small business owners with HR and benefits, distinguishing him from advisors focused solely on investment management.
Experience: 20 years
Avg account: $306,089
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Misty A
Series 66
Carson City, NV
Edward Jones
Misty Ambrose in Carson City, NV, specializes in retirement income strategy and business succession planning, which can help navigate the unique tax environment of Nevada, including sales and property taxes. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a comprehensive wealth management approach with an annual program fee up to 1.35%, suitable for founders and business owners seeking integrated financial and tax planning.
Experience: 4 years
Avg account: $246,728
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Daniel B
Series 63, Series 65
Carson City, NV
LPL Financial
Daniel Bowler's 29 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting make him well-equipped to address Carson City's unique tax environment. Operating within LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele including high-net-worth households, providing access to extensive research and investment options.
Experience: 30 years
Avg account: $399,489
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Robert C
Series 63
Carson City, NV
Ameriprise
Robert Cleland specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Carson City, NV. With 34 years of experience at Ameriprise, a large firm offering tax-efficient, research-driven recommendations and a 0.15% AUM fee, he provides structured retirement planning that integrates federal tax considerations with local economic factors.
Experience: 34 years
Avg account: $471,167
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