Seasoned financial advisors 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 seek a seasoned financial advisor when facing complex financial decisions that require deep experience, such as navigating tax reforms or planning for long-term financial goals. Without an advisor who has substantial experience, you risk missing nuances in tax law changes or misjudging the timing of key financial moves.

  • Long-term perspective. Look for advisors who consider how gradual tax rate changes affect your financial plan over many years, not just immediate impacts.
  • Experience with local tax environment. Confirm they understand Mississippi's evolving tax landscape and how it influences your investment and income strategies.
  • Comprehensive risk management. Ask how they integrate risk factors unique to your stage in life and financial complexity into your overall plan.
  • Coordination with other professionals. Ensure they work effectively with your tax preparer and legal advisors to align all aspects of your financial picture.

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 credentials and has previously worked at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors, Inc. serves a diversified client base including individual and institutional investors, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Scott M

Series 63, Series 65

New York, NY

Morgan Stanley

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

General estate planning guidance
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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David C

Series 63, Series 65

Houston, TX

LPL Financial

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Sarah C

CFP®, Series 63, Series 65

Boston, MA

Santander Securities LLC

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Linda P

Series 63

Mt. Laurel, NJ

BC Advisors, LLC

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Active portfolio management

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