Top financial advisors working with executives in El Paso, TX

Miguel Huerta is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. His prior work experience includes over a decade in the beverage industry before joining J.P. Morgan in 2020. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Turner is a financial advisor with First Command Advisory Services in El Paso, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Keller Williams as a realtor, where he continues to assist clients in buying, selling, or renting properties alongside his advisory role. His background also includes positions at Sprint and the University of Texas at El Paso. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kenneth Hewitt Sr. is a financial advisor with Consolidated Portfolio Review Corp in El Paso, TX, holding a Series 63 designation and having 33 years of industry experience. He has worked at Vanderbilt Securities, LLC and Western International Securities, Inc., and owns Hewitt Planning Services, a fee-based investment and insurance business he has operated since 1994. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to third-party advisors. The firm employs strategic asset allocation with fundamental and technical analysis and integrates a network of affiliated financial entities and service providers within its platform.

Robert Sweet is a financial advisor with Independent Financial Group, LLC in El Paso, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including prior roles at LPL Financial, Raymond James Financial, and CUNA Brokerage Services. Outside of advising, he is involved in several business activities including insurance services, tax preparation, and document notarization. Independent Financial Group, LLC serves a broad client base with investment advisory and brokerage services, offering financial planning and portfolio management through multiple platforms and third-party managers. The firm employs a mix of passive and active investment strategies tailored to client risk profiles and operates as both a broker-dealer and investment adviser.

Thomas Chaney is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Invest Financial Corporation. Outside of advising, he serves as trustee for family trusts and operates a life insurance and annuity business through Chaney & Associates Financial Planning, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a large network of advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to manage model portfolios and providing tailored solutions including alternative investments and third-party sub-advisors.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.