Top life insurance needs analysis financial advisors in Georgetown, TX

Ben Meadows is a Series 66-licensed financial advisor at Arax Advisory Partners with 12 years of industry experience. He has previously worked at U.S. Capital Wealth Advisors, DAI Securities, Triad Advisors, Grace Capital Management, and AXA Advisors. Outside of his advisory work, he is involved with Apartment Life, a hospitality venture focused on resident engagement and event coordination. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and utilizes a mix of traditional and alternative investments supported by in-house teams and external managers.

Sandra Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a licensed notary public and has worked as an actor/extra in Austin, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tom Mitchell Jr. is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. Prior to that, he worked with affiliated First Command entities beginning in 2014. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with a range of mutual funds, ETFs, and third-party managers.

Scott Olson is a financial advisor with SPC and holds a Series 66 designation. He has 19 years of industry experience and has been with SPC and Sigma Financial Corp since 2011. Olson is a member of the Veterans of Foreign Wars in Georgetown, TX, and serves as a non-sitting elder at River Rock Bible Church. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Benjamin Tanguay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at ABADAK Inc. and Heb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Don Larson is the principal advisor at Larson Wealth Management, LLC in Mesa, Arizona, holding a CFP® designation along with Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Steele Larson Advisors, LLLP for seven years before founding Larson Wealth Management in 2011. Outside of advisory services, he owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporate and Taft-Hartley employee benefit plans, and charitable organizations. The firm employs customized strategic asset allocations across various equity and fixed income securities, emphasizing mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management with regular reviews.

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.