Top college savings (529s, UTMA, etc.) financial advisors in Goldsboro, NC

Edward Spence is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999. Spence is also the owner of Spence Agency, LLC, which offers health insurance products, and serves as a board member of the Eureka Planning Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives using various model portfolios and third-party asset managers.

Eugene Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 44 years of industry experience. He has worked at Cetera since 2021 and maintains a business, Pate & Smith Investment Group, where he is an owner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

William Webber Jr. is a CFP® professional with 26 years of industry experience, currently serving at Edward Jones since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the boards of Wayne Preparatory Academy and the Boys & Girls Club of Wayne County in Goldsboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a 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 large nationwide network of financial advisors and branch offices.

Paul Murphy Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he co-owns and manages an LLC that supports his private office operations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated insurance and trust services.

Raymond Wickham III is a financial advisor with Mass Mutual Investors Services in Goldsboro, NC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. His career includes previous roles at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He is also the owner of Arbor P&C Insurance, a separate business focused on property and casualty insurance. Mass Mutual Investors Services operates as a broker-dealer and registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning relationships supported by firm-approved analytical tools and educational seminars.

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.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.