Top advisors focused on executive in the US
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 be considering an executive advisor if you're navigating complex compensation packages like stock options or bonuses tied to company performance. Without focused expertise, it's easy to overlook tax implications or timing strategies that can significantly impact your net income.
- Compensation structure insight. Confirm how they analyze your specific executive pay components to optimize your financial plan.
- Tax timing strategies. Ask how they help manage the timing of income recognition to reduce your tax burden.
- Benefit integration. Check how they incorporate executive perks and retirement benefits into your overall financial goals.
- Career transition planning. See if they provide guidance on financial moves related to job changes or retirement decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in executive financial needs, leveraging her background as a founder and executive along with expertise in private investments, real estate, and tax-loss harvesting to address complex compensation and tax timing strategies. Operating from Cincinnati with Waverly Advisors, she offers flat-fee and tiered AUM pricing, combining discretionary portfolio management and fiduciary services, which may appeal to executives seeking integrated benefit and career transition planning.
Experience: 2 years
Avg account: $1,639,930
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park specializes in advising executives, leveraging his expertise in tax-loss harvesting and active portfolio management to navigate complex compensation structures and optimize financial outcomes. Based in Dacula, GA, he operates within Merrill, a large firm offering managed account programs and discretionary portfolio management, which provides access to diverse strategies and capital markets support, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 7 years
Avg account: $860,085
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Elizabeth B
Series 66
Chicago, IL
J.P. Morgan Securities
Elizabeth Brown's extensive 26 years of experience and focus on executives and founders make her well-equipped to handle complex executive compensation and wealth management needs. Operating within J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, she offers a 0.30% annual AUM fee and benefits from a seasoned approach that integrates broad investment management capabilities, distinguishing her from advisors at smaller firms.
Experience: 26 years
Avg account: $318,381
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Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles specializes in retirement income strategy and Social Security optimization, making him well-suited to assist executives navigating complex compensation and retirement planning. With 16 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he offers a range of fee structures including AUM and hourly fees, providing flexibility compared to other advisors focused solely on executive compensation.
Experience: 16 years
Avg account: $570,841
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Kayla S
Series 63, Series 65
Warwick, RI
Mass Mutual Investors Services
Kayla Santos is equipped to assist executives with complex financial needs, leveraging her nine years of experience and expertise in executive and estate planning. Operating from a large firm, Mass Mutual Investors Services, she offers comprehensive services including ongoing financial planning and asset management, supported by firm-approved analytical tools, which may provide a structured approach compared to smaller advisory practices.
Experience: 9 years
Avg account: $249,379
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