Top financial advisors working with retirees in Fredericksburg, TX

James Roeder is a CFA® charterholder and Series 63 licensee with 23 years of experience in the financial industry. He is the sole advisor at Noble Investors LLC, where he has worked since 2023. His prior experience includes roles at Invesco Distributors, Inc. and Van Kampen Funds Inc. Outside of his advisory work, Roeder serves as a director for the American Heritage Education Foundation and is a board member of the Clemson Institute for the Study of Capitalism. Noble Investors LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients, focusing on long-term investment strategies centered on large-cap U.S. equities alongside mutual funds, ETFs, fixed income, TIPS, and select international securities for diversification. The firm operates as a single-advisor practice emphasizing client-specific investment policy statements and discretionary trading.

Nicole Singleton is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has been with Raymond James in various capacities since 2015. Outside of her advisory role, she is a licensed real estate agent and serves as president of S4 Wealth Management, LLC, overseeing its operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goals-based approach using risk profiling and modeling tools and supports municipal and public finance work through unique affiliations.

Patrick Moore is a financial advisor at Private Group Wealth Management, LLC in Fredericksburg, Texas, with 22 years of industry experience. He holds a Series 63 designation and has worked as a CPA in his own tax and audit practice since 1979, which continues alongside his advisory role. His CPA practice involves preparing tax returns and auditing financial statements. Private Group Wealth Management provides investment advisory services to individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm uses model-based portfolio management combined with integrated financial, tax, estate, and business-planning advice, managing approximately $30 million across about 61 accounts.

Tammie Knopp is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. She has 17 years of industry experience, including prior roles at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Outside of her advisory work, she is involved as a co-owner of a company that builds metal buildings. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Paul White is a financial advisor at Edward Jones in Marble Falls, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, White serves as an advisory board member for Heart of the Hills Pregnancy and Family Resources and is president of the school board at St. John Bosco High School in Fredericksburg, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.