Top financial advisors in Danville, 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 a financial advisor in Danville, IL when you're planning for retirement or managing significant assets and want to understand how local factors like property taxes affect your strategy. A common mistake is overlooking how Illinois' lack of tax on retirement income can influence your withdrawal plans.
- Local tax insight. Confirm how they incorporate Illinois' property tax environment into your overall financial plan.
- Retirement income planning. Ask how they optimize your income streams given the state's tax rules.
- Asset management approach. Look for advisors who balance growth and preservation tailored to your retirement timeline.
- Experience with diverse clients. Check if they have worked with clients at your life stage or financial complexity to ensure relevant guidance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Reginald W
Series 66
Danville, IL
Edward Jones
Reginald Warfield offers wealth management and tax-loss harvesting expertise in Danville, IL, supported by his Series 66 credential and experience at a large firm, Edward Jones. His background includes 11 years at Old National Bank and managing local rental property, providing practical insight into Danville's property tax environment, which can benefit retirement income planning and asset management strategies.
Experience: 3 years
Avg account: $246,728
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Douglas I
Series 63, Series 66
Danville, IL
LPL Enterprise
Douglas Ireland's 14 years of experience and expertise in general retirement planning and tax-loss harvesting make him well-suited to address retirement income strategies in Danville, IL, considering local tax factors. Operating within LPL Enterprise, a large firm offering flat-fee financial planning and access to diverse investment programs, he also brings insight from his background as a founder and business owner, which may benefit self-employed clients.
Experience: 15 years
Avg account: $239,757
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Lucas M
Series 66
Danville, IL
Morgan Stanley
Lucas Moriarty, based in Danville, IL, offers general estate planning guidance through Morgan Stanley, a large firm managing $2.74 trillion in assets. Although new to the industry since 2023, he benefits from Morgan Stanley's structured planning process and firm-approved tools, which may provide robust support for retirement income and asset management strategies tailored to local tax considerations.
Experience: 0 years
Avg account: $670,481
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Devan F
Series 65, Series 63
Danville, IL
LPL Financial
Devan Fox in Danville, IL, offers expertise in wealth management and retirement plans for business owners, supported by 11 years of industry experience and Series 63 and 65 credentials. His affiliation with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning options, distinguishes him from others by combining personalized service with broad institutional resources.
Experience: 12 years
Avg account: $399,489
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Chris K
Series 66
Danville, IL
Raymond James & Associates
Chris Kittell offers over two decades of experience in general retirement planning and wealth management, making him well-equipped to address retirement income strategies in Danville, IL. His role on the Danville Police and Fire Pension Investment Funds advisory board and affiliation with the large firm Raymond James & Associates provide him with insights into local tax environments and diverse client needs, complemented by a flat-fee and hourly fee structure.
Experience: 21 years
Avg account: $788,879
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