Top financial advisors working with high-net-worth individuals in Dover, DE

Robert Kaehler is a financial advisor at Chapin Davis with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. Prior to joining Chapin Davis, he worked at Avantax Investment Services, Voca, LLC, and Hornor Townsend & Kent Inc, and he served in the U.S. Air Force for 24 years. From 2021 to 2024, he also held academic positions at Wilmington University and the University of Delaware. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions by providing discretionary and non-discretionary investment management, wrap-fee programs, financial planning, and advisory consulting. The firm combines advisor-led portfolio management with third-party manager access and research resources while operating as both an SEC-registered investment advisor and a broker-dealer.

Peter Oldziey is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2001 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the Dover Interfaith Mission for Housing, a homeless shelter, and is involved with the Spiritual Assembly of the Baha'i of Dover as secretary. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a range of strategies, providing tailored advisory services and specialized fiduciary consulting.

Christopher Smith is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked for 18 years. He is based in Dover, DE, and holds the Series 66 license. Outside of his advisory role, he has involvement in several real estate management ventures in Delaware and Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lynn Redding is a financial advisor at Merrill with a Series 66 designation and over 30 years of industry experience. She has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Clifford is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds the Series 66 designation and has worked within various PNC entities since 2015. He is based in Dover, Delaware. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering for employees. This program uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio management delegated to third parties.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.