Top financial advisors in Galveston, TX
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.
If you own property in Galveston or nearby, you need an advisor who understands how property taxes impact your overall financial picture. Without this, you might underestimate your tax burden and overextend your budget. These advisors know that Texas has no state income tax, but property and sales taxes can be significant and must be factored into your planning.
- Federal and property tax balance. Confirm how they integrate federal income tax strategies with local property tax considerations.
- Sales tax impact. Ask how they account for Texas's sales tax in your spending and saving plans.
- Multi-state considerations. If you have assets or income from other states, check how they handle tax differences across borders.
- Experience with local markets. Look for advisors familiar with Galveston's economic and real estate environment to better tailor your plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nestor D
Series 66
Galveston, TX
Merrill
Nestor De La Fuente is well-equipped to address the financial needs of Galveston property owners by integrating wealth management, retirement income strategy, and general tax planning, including local property tax considerations. Affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and specializes in serving women professionals and executives, bringing over 40 years of industry experience to his comprehensive approach.
Experience: 0 years
Avg account: $860,085
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Gabriel G
Series 63, Series 65
Galveston, TX
PNC Wealth Management
Gabriel Gulotta's 21 years of experience and Series 63 and 65 registrations position him well to address the complex tax considerations for property owners in Galveston, including balancing federal and local property taxes. Working with PNC Wealth Management, a large firm offering model-based advisory services and algorithmic risk assessment, he provides a disciplined investment approach with a 0.85% annual fee, suitable for executives seeking structured wealth management.
Experience: 21 years
Avg account: $182,752
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Kelley D
CFP®, Series 66
Galveston, TX
Edward Jones
Kelley Delesandri, a CFP®-certified advisor at Edward Jones in Galveston, offers expertise in retirement income strategy and charitable giving, with a focus on clients like retirees and business owners. Her affiliation with a large firm managing over $1 trillion in assets provides access to diverse advisory programs, distinguishing her from others with her blend of local presence and broad institutional support.
Experience: 4 years
Avg account: $246,728
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Brian D
Series 63, Series 65
Tiki Island, TX
LPL Financial
Brian Dluzniewski's 32 years of experience and affiliation with LPL Financial equip him to navigate the complexities of property and federal tax interplay relevant to Galveston property owners. His flat-fee structure and expertise in wealth management and retirement plans distinguish him from others, while his background as a founder and retired professional adds practical insight into business owner financial needs.
Experience: 32 years
Avg account: $399,489
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Samuel C
Series 63, Series 66
Hitchcock, TX
OSAIC
Samuel Collins III is well-equipped to address the financial needs of Galveston property owners by leveraging his 26 years of experience and expertise in annuities, supported by OSAIC's comprehensive investment process and large firm resources. His flat-fee structure and background serving diverse clients, including executives and retirees, distinguish him from others, while his community involvement adds a unique personal dimension.
Experience: 27 years
Avg account: $398,336
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