Top financial advisors working with executives
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 financial advisor if you recently stepped into a leadership role or are navigating complex compensation packages like stock options or bonuses. Without focused expertise, advisors can overlook how executive benefits interact with your broader financial picture, leading to missed opportunities or tax inefficiencies.
- Compensation package insight. Look for advisors who understand the nuances of executive pay, including deferred compensation and equity awards.
- Tax impact awareness. Confirm they consider how executive income affects your tax bracket and plan accordingly.
- Retirement and benefits integration. Ask how they align your executive perks with retirement goals and insurance needs.
- Career transition planning. Ensure they can guide you through changes like job switches or retirement, factoring in executive-specific financial elements.
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 advising, leveraging her background as a founder and executive along with expertise in private investments, real estate, and tax-loss harvesting to address complex executive compensation and tax planning needs. Operating independently with flat-fee options, she offers personalized financial planning from Cincinnati through Waverly Advisors, which manages diverse portfolios and fiduciary services, distinguishing her with a blend of alternative investment strategies and tax planning experience.
Experience: 2 years
Avg account: $1,639,930
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park specializes in serving executives, including those navigating complex compensation packages, with expertise in tax-loss harvesting and active portfolio management. Based in Dacula, GA, he operates within Merrill, a large firm offering managed account programs and discretionary portfolio management, supported by Bank of America's extensive resources. His seven years of experience and focus on mid-career professionals and HENRY clients distinguish him from advisors with less firm support or narrower client bases.
Experience: 8 years
Avg account: $860,085
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Elizabeth B
Series 66
New York, NY
J.P. Morgan Securities
Elizabeth Brown's extensive 26 years of experience and focus on executives and founders make her well-equipped to handle the complexities of executive compensation and wealth management. Operating within J.P. Morgan Securities, a large firm known for institutional consulting and customized asset allocation, she offers a 0.30% annual AUM fee, blending seasoned expertise with robust firm resources, which may differ from smaller or less specialized advisors.
Experience: 26 years
Avg account: $318,381
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Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles is equipped to assist executives in the US with his 16 years of experience and expertise in retirement income strategy and Social Security optimization, which are crucial for managing complex executive compensation and retirement planning. Based in Cary, NC, he works at Equitable Advisors, a large firm serving high-net-worth clients, offering flexible fee structures including AUM and hourly fees, which may suit executives seeking tailored financial solutions.
Experience: 16 years
Avg account: $570,841
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Kayla S
Series 65, Series 63
Warwick, RI
Mass Mutual Investors Services
Kayla Santos is equipped to assist executives by leveraging her nine years of experience and understanding of executive-specific financial needs, including compensation packages and career transitions. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management, she also brings expertise in estate planning and multi-generational wealth transfer, which can benefit executives seeking integrated long-term strategies.
Experience: 10 years
Avg account: $249,379
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