Top college savings (529s, UTMA, etc.) financial advisors in Farmington, NM

Rhonda Murphy is a financial advisor with LPL Financial in Farmington, NM, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at VOYA Financial Advisors and SJI Financial Services, Inc. Murphy also performs notary services as an additional business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform offering advisory and brokerage services, including financial planning, model portfolios, and institutional programs.

Trice Smith is a Series 66-licensed financial advisor with one year of industry experience, currently with Merrill in Farmington, NM. Prior to Merrill, Smith worked at Bank of America, N.A., and has experience with organizations including Sequoia Football Club, It's Alive Kombucha, and Lost Coast Gardeners. Merrill, along 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, pension plans, corporations, and charitable organizations.

Matthew Symonds is a financial advisor with Raymond James Financial in Farmington, NM, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2005 and is also the president of Dunkirk Strand Inc. Outside of his advisory role, he operates a small farm growing alfalfa and mixed grass hay and serves as president and CEO of Skylarker's Inc., a nonprofit organization associated with aviation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing detailed risk profiling and analytical tools. The firm supports a large advisor network and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeanine Kelly is a financial advisor with Morgan Stanley in Farmington, New Mexico, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Kelly serves on several local boards, including as 1st Vice President (Programs) of the Four Corners Federated Republican Women and city councilor for Farmington. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Dennis Gross is a financial advisor with Edward Jones in Farmington, NM, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.