Independent financial advisors in Galveston, TX

Nestor De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, portfolio management services, women and wealth, tax minimization, and retirement income. Nestor brings more than 40 years of experience in the financial services industry to his role, emphasizing a comprehensive approach that begins with listening to clients to understand their individual financial goals. He holds a Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nestor completed his high school education at Patrick Henry and is fluent in both Spanish and English. Outside of his professional work, he enjoys activities such as bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

Gabriel Gulotta is a financial advisor with PNC Wealth Management in Galveston, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. He also worked with the International Longshoremen's Association for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Kelley Delesandri is a CFP®-designated financial advisor with three years of industry experience. She currently works at Edward Jones and previously held roles at Bank of America/Merrill Lynch and American Express. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a national network of over 23,000 advisors and 15,000 branch offices.

Brian Dluzniewski is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has been involved with offering individual health insurance through Golden Rule Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering model portfolios and research from various sources.

Samuel Collins III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he serves as an associate minister at Greater St. Matthews Baptist Church and is involved in community events and historical speaking through his sole proprietorship, Wild Lion Productions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes asset allocation tools and third-party platforms to construct portfolios with various investment types, catering to both discretionary and non-discretionary accounts.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.