Top financial advisors in Crestview, FL
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 planning your financial future in Crestview, FL, you might be considering how to manage your federal taxes, property taxes, and sales taxes effectively since Florida has no state income tax. A common mistake is overlooking how these different taxes interact and impact your overall financial plan.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies with your income and investments, not just state tax considerations.
- Property tax insights. Ask how they factor in Florida's property tax and homestead protections when planning your asset allocation.
- Sales tax impact. Understand if they consider the effect of sales tax on your spending and long-term budgeting.
- Wealth migration planning. Check if they have experience advising clients relocating to Florida to leverage its tax environment effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Yvonne S
Series 66
Crestview, FL
Moors & Cabot, Inc.
Yvonne Shanklin's 17 years of experience and Series 66 designation equip her to address complex financial needs in Crestview, including integrating federal tax strategies with investment planning. At Moors & Cabot, she offers both discretionary and non-discretionary portfolio management with flexible fee options like negotiated annual percentage fees and flat or hourly financial planning fees, distinguishing her through personalized service and local community involvement.
Experience: 17 years
Avg account: $642,316
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Allen F
Series 66
Crestview, FL
Edward Jones
Allen Farr in Crestview, FL, offers financial advice through Edward Jones, a large firm managing over $1 trillion in assets and serving more than four million clients. With a Series 66 designation and a focus on ESG investing, he brings a unique perspective for clients interested in sustainable strategies, supported by a broad range of advisory programs and investment options.
Experience: 2 years
Avg account: $246,728
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Dustin H
Series 66
Crestview, FL
Guardian Life
Dustin Holloway offers expertise in retirement income strategy and wealth management, which can help navigate federal tax implications and asset allocation in Crestview, FL. His flat-fee structure and affiliation with the large firm Guardian Life provide a range of financial planning options, distinguishing him from advisors with different fee models or smaller firm resources.
Experience: 1 year
Avg account: $230,599
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Joe F
Series 66
Crestview, FL
Kingsview Wealth Management, LLC
Joe Faulk in Crestview, FL, offers expertise in tax strategies for small businesses and options & derivatives, which can help navigate federal tax planning and asset allocation considering Florida's property tax environment. His firm, Kingsview Wealth Management, manages $6.7 billion and serves diverse clients with a mix of advisor-led and model-based strategies, providing flat-fee and hourly financial planning options that may suit various client needs.
Experience: 18 years
Avg account: $703,115
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Patricia B
Series 63
Crestview, FL
LPL Financial
Patricia Borinski's 29 years of experience and affiliation with LPL Financial equip her to address complex tax considerations relevant to Crestview residents, including federal tax strategies and property tax insights. Her flat-fee and hourly fee options, combined with her focus on college savings and operation within a large firm, distinguish her from other advisors by offering flexible planning services backed by extensive industry knowledge.
Experience: 29 years
Avg account: $399,489
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