Top financial advisors in Danville, VA
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.
When you're navigating the housing market in Danville, VA, especially with its unique Northern Virginia dynamics and federal workforce influences, you need advisors who understand these local factors. A common mistake is overlooking how these regional elements affect your overall financial plan and housing decisions.
- Local market insight. Confirm how they incorporate Danville's housing trends and federal employment patterns into your financial strategy.
- Income and cash flow alignment. Ask how they balance your high income with housing costs to maintain your broader financial goals.
- Long-term planning. Ensure they consider how housing decisions impact your retirement and tax planning over time.
- Coordination with other advisors. Check if they work with your tax preparer or estate planner to align housing and financial plans seamlessly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Frank A
Series 63, Series 65
Danville, VA
Wells Fargo Clearing
Frank Anderson Jr. brings 32 years of experience and a deep understanding of Danville's financial landscape, supported by his Series 63 and 65 designations and role at Wells Fargo Clearing. His flat-fee structure and affiliation with a large firm offering retirement plan consulting and modern portfolio theory-based strategies distinguish him from other advisors in the area.
Experience: 32 years
Avg account: $475,575
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Stuart R
Series 63, Series 66
Danville, VA
Edward Jones
Stuart Rhue's 12 years of experience and Series 63 and 66 designations equip him to address Danville's unique housing market and federal workforce influences. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and tax-loss harvesting services with a fee structure up to 1.35% annually, providing comprehensive support for high-income clients balancing housing costs and long-term financial goals.
Experience: 12 years
Avg account: $246,728
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Katelyn M
CFP®, Series 66, Series 63
Danville, VA
Raymond James Financial
Katelyn Murray's decade of experience and CFP® certification equip her to navigate Danville's housing market complexities, integrating cash flow and retirement planning to align with local federal workforce influences. Affiliated with Raymond James Financial, a large firm known for collaborative, research-driven advice, she offers flat-fee structures and serves diverse clients, distinguishing her approach from others in the area.
Experience: 11 years
Avg account: $700,796
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Shannon V
Series 66
Danville, VA
Merrill
Shannon Vaughan's 14 years at Merrill in Danville, VA, equip her to address local housing market nuances and federal workforce influences, crucial for aligning high income with housing costs. Her expertise in tax-loss harvesting and active portfolio management, combined with serving mid-career professionals and HENRY clients at a large firm, distinguishes her approach from others in the area.
Experience: 15 years
Avg account: $860,085
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Jackson W
Series 66
Danville, VA
Ameriprise
Jackson Wiles specializes in retirement income strategy and income planning, making him well-suited to address housing market impacts on long-term financial goals in Danville, VA. Working with Ameriprise, a large firm offering tax-efficient retirement planning services, he provides tailored advice with a 0.15% AUM fee, leveraging five years of experience and a Series 66 designation to support clients approaching retirement.
Experience: 5 years
Avg account: $471,167
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