Top financial advisors in Greenville, MS
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're managing complex finances in Greenville, MS, you might need an advisor who understands how to navigate local tax changes, especially as income tax rates are gradually reducing over time. Without this insight, you could miss opportunities to optimize your tax situation effectively.
- Local tax knowledge. Confirm how they incorporate Mississippi's evolving tax landscape into your financial plan.
- Experience with tax reform. Ask how they adjust strategies to align with gradual income tax reductions.
- Comprehensive income planning. Ensure they consider your entire income picture, not just isolated tax events.
- Long-term strategy focus. Look for advisors who plan beyond immediate tax savings to support your financial goals over years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dena W
Series 63, Series 65
Cleveland, MS
Raymond James Financial
Dena Weeks offers expertise in general retirement and business succession planning, supported by 13 years of experience and credentials including Series 63 and 65. Operating from Cleveland, MS with Raymond James Financial, she provides flat-fee services through a large firm known for non-discretionary investment consulting, which may appeal to clients seeking structured, transparent fee arrangements and comprehensive income planning.
Experience: 14 years
Avg account: $700,796
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Roger D
Series 63, Series 65
Lake Village, AR
Accurate Wealth Management, LLC
Roger Davis brings 32 years of experience and a deep understanding of wealth management and retirement planning, which can help navigate Greenville's evolving tax landscape despite being based in nearby Lake Village, AR. His firm offers flat-fee financial planning and employs a value-focused, risk-controlled asset allocation approach, serving a diverse clientele including high-net-worth individuals and corporations, setting him apart from advisors with narrower client bases or fee structures.
Experience: 32 years
Avg account: $654,791
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Michelle B
Series 63, Series 65
Cleveland, MS
LPL Financial
Michelle Bailey's 27 years of experience and expertise in wealth management and tax-loss harvesting equip her to address Greenville's evolving tax landscape effectively. Operating from Cleveland, MS, she offers flat-fee financial planning through LPL Financial, a large firm serving diverse clients, which may provide broader resources compared to smaller local advisors.
Experience: 28 years
Avg account: $399,489
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Joseph E
CFP®, Series 66
Greenville, MS
Edward Jones
Joseph Eagle's 11 years of experience and CFP® certification equip him to manage complex finances in Greenville, MS, with a focus on wealth management and tax-loss harvesting. Affiliated with Edward Jones, a large firm serving over four million clients, he offers comprehensive income planning and multi-generational wealth transfer strategies, supported by a broad network and a fee structure up to 1.35% annually.
Experience: 11 years
Avg account: $246,728
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Brandyn S
CFP®, Series 63, Series 66
Cleveland, MS
Gainspoletti Wealth Planners
Brandyn Skeen's 14 years of experience and CFP® certification equip him to address Greenville's evolving tax landscape, especially for small business tax strategies and retirement income planning. Operating from Cleveland, MS, he offers flat-fee financial planning and employs diversified, long-term portfolios using Modern Portfolio Theory, distinguishing him with a comprehensive, tailored approach compared to others in the region.
Experience: 15 years
Avg account: $450,400
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