Top tax-loss harvesting financial advisors in Fitzgerald, GA

James Story is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Cetera since 2019 and previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc. He is also president and CEO of Colony Financial Services, Inc., where he offers investment advice and manages operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Lauren Wixson is a financial advisor with LPL Financial, holding the Series 66 designation and having two years of industry experience. She has worked at Victory Financial Plans and Services, LLC, and Purvis & Veal CPAs, LLC, and has served on the Ben Hill County Schools Board of Education. Additionally, she is a certified notary in Fitzgerald, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions supported by advanced operational and research tools.

James Marsh is a financial advisor with TAVCO Financial Advisory, Inc., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at firms including Kovack Advisors, Inc. and W H Colson & Associates, Inc., and has managed The Marsh Agency since 1999. Marsh also spends part of his time involved in insurance sales, including final expense, Medicare Supplement, life, and health insurance products. TAVCO Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing portfolio management primarily through third-party money managers and ERISA plan services. The firm employs fundamental analysis and typically manages assets on a non-discretionary basis while leveraging platform solutions such as Orion and TAMP.

Jason Hester is a financial advisor with Edward Jones in Fitzgerald, GA, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing Services LLC for five years and LPL Financial for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

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.

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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.