Seasoned financial advisors working with executives in Centralia, IL
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.
You might seek an executive advisor when your compensation includes complex elements like bonuses, stock options, or deferred pay that require careful planning. Without expertise in executive pay structures, advisors can overlook tax implications or timing strategies that affect your net income.
- Compensation structure insight. Look for advisors who understand how to optimize bonuses, stock options, and deferred compensation within your overall financial plan.
- Tax planning nuances. Confirm they consider state-specific factors like Illinois' lack of retirement income tax but high property taxes when advising on cash flow.
- Career transition guidance. Ask how they support executives through job changes or retirement, managing shifts in income and benefits.
- Long-term wealth management. Ensure they integrate executive pay with investment and estate planning to align with your goals over decades.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lea A
Series 66
Salem, IL
Benjamin F. Edwards & Company, Inc.
Lea Ashby brings 21 years of experience advising executives and business owners, with expertise in active portfolio management, tax-loss harvesting, and retirement plans tailored for business owners. Operating from Salem, IL, she offers negotiable flat fees and works within a large firm managing $15.7 billion in assets, providing a broad range of investment strategies and client services that distinguish her from other advisors in the Centralia area.
Experience: 22 years
Avg account: $553,528
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Jay L
CFP®, Series 63, Series 66
Centralia, IL
Edward Jones
Jay Luse brings 23 years of experience and CFP® certification to advising executives in Centralia, IL, with a focus on general retirement planning and executive compensation complexities. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, distinguishing him through firm resources and seasoned expertise.
Experience: 24 years
Avg account: $246,728
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Rex S
Series 63, Series 66
Mt Vernon, IL
Cetera
Rex Scott's 27 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to handle the complex compensation structures executives face. Operating from Mt Vernon, IL, he offers flat fees for financial planning and consulting through Cetera, a large firm serving diverse clients, which may provide a broader range of portfolio management and fiduciary services compared to smaller local advisors.
Experience: 27 years
Avg account: $306,089
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Matthew B
Series 63, Series 65
Breese, IL
Eagle Strategies (NY Life)
Matthew Becker's 22 years of experience and focus on executives, including retirement income strategy and business owner retirement plans, equip him to handle complex executive compensation in Centralia, IL. Affiliated with Eagle Strategies, a large firm managing $25.4 billion in assets, he offers flexible fee structures including hourly and subscription options, distinguishing him from advisors with less firm support or fewer fee choices.
Experience: 23 years
Avg account: $235,446
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Robert C
Series 63, Series 65
Mt. Vernon, IL
Equitable Advisors
Robert Coats brings 44 years of experience advising executives, including those approaching retirement, with expertise in retirement income strategy and Social Security optimization. Based in Mt. Vernon, IL, he works through Equitable Advisors, a large firm offering tailored financial planning and asset management with flexible fee structures ranging from hourly to AUM-based fees, which may suit high-net-worth clients seeking seasoned guidance near Centralia.
Experience: 45 years
Avg account: $570,841
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