Top financial advisors working with retirees in Corinth, 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.

You might be transitioning into retirement or already retired and looking to manage your income and assets effectively. A common mistake is not planning for how your income sources and expenses will change over time, which can lead to running out of money too soon.

  • Income sequencing. Ask how they plan withdrawals from Social Security, pensions, and investments to keep your income steady and taxes manageable.
  • Tax rate awareness. Confirm they consider Mississippi's gradually reducing income tax rates when planning your retirement income.
  • Healthcare cost planning. Make sure they account for rising medical expenses and long-term care needs in your budget.
  • Legacy considerations. Discuss how they help balance your spending with leaving assets to heirs or charities.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Brian L

Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Brian Langley is an investment advisor with Langley Wealth Management, LLC in Corinth, MS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Allen C. Ewing & Co., American Wealth Management, Inc., and Hayden Royal, LLC. Outside of advisory work, he is involved in agricultural ventures as a limited partner in farming and cattle operations and is an organizer of an Arkansas land leasing company. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $297 million in assets using ETFs, mutual funds, stocks, bonds, covered options, and limited partnerships, combining fundamental and technical analysis within a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Eric R

CFP®, Series 63, Series 66

Corinth, MS

Edward Jones

Eric Rutledge is a CFP® with over 20 years of experience in financial advising. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Business exit / sale strategy Military & Veterans Founder/Business Owner
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Timothy C

ChFC®, Series 63

Corinth, MS

Nfsg Corporation

Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
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Charles C

Series 63, Series 66

Corinth, MS

Cetera

Charles Counce Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cetera and affiliated entities since 2013. Counce serves as a board member for the Tennessee Valley Regional Housing Authority, which provides oversight and advisory support to the executive director of the regional governmental housing program. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kimberly W

Series 63, Series 66

Guys, TN

VOYA Financial Advisors, Inc.

Kimberly Weston is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with firms including Transamerica Investors Securities Corporation, Fidelity Brokerage Services LLC, and Merrill. Voya Financial Advisors, Inc. serves a diverse client base, offering financial planning, portfolio management, and retirement advisory services through a large network of representatives. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to provide both discretionary and non-discretionary investment management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Craig M

Series 63, Series 65

Columbia, SC

Capital Investment Advisory Services, LLC

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Hassan A

Series 63, Series 65

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

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