Top planning for children with special needs financial advisors in Denton, TX

Benjamin Lott is a financial advisor at Simpli-FI Alpha LLC with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Primerica Advisors and served eight years in the United States Marine Corps. Lott also has a long-standing role with the Denton Fire Department. Simpli-FI Alpha LLC provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm integrates multiple analytical methods with modern portfolio theory and offers both discretionary and non-discretionary services, managing approximately $4.4 million in assets.

Russell Wallace is a financial advisor at Boggs Wallace Wealth Partners LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He also serves as the CFO of Altius Healthcare Management LLC and operates an accounting practice. Boggs Wallace Wealth Partners LLC offers discretionary portfolio management and integrated financial planning services for individual clients, including both high-net-worth and non-HNW accounts, with no minimum account size. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and technical analysis to implement long- and short-term investment strategies across diverse asset classes.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

Matthew Gentry is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at 360 Wealth Management, LLC and LPL Financial, LLC. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, utilizing fundamental, quantitative, and technical analysis within a long-term trading approach. The firm is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets while offering oversight of held-away retirement accounts.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

Evan Hirano is a CFP® and CFA® with 10 years of experience in the financial industry. He has worked at Mok Capital Management since 2015 and at Purshe Kaplan Sterling Investments since 2017. Mok Capital Management provides investment advisory and financial planning services to individuals, living trusts, charities, foundations, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical analysis, managing portfolios that may include individual stocks, bonds, ETFs, and limited options strategies.