Top active portfolio management financial advisors in Greenville, NC

Alexander Wordsworth is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and uses proprietary research and planning tools to develop tailored client recommendations.

Jonathan Powers is a financial advisor at Edward Jones in Greenville, NC, holding the CFP® and Series 63 designations with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he is involved in property management through passive rental property businesses. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Stephen Brody is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years before joining Mass Mutual and its affiliated companies. Outside of his advisory role, he is the owner and founder of a financial literacy education organization, provides life coaching services, and serves as a part-time adjunct faculty member at Creighton University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning supported by proprietary tools and provides a range of investment and educational programs.

Christopher Jenkins is a CFP® with 17 years of industry experience affiliated with Cetera. He is the owner and president of Jenkins Wealth Advisors LLC and has held roles at Cetera Financial Specialists LLC since 2011. Jenkins is also a certified public accountant and owner of Jenkins Management Consulting, P.C. Outside of advisory and accounting work, he serves on the boards of several nonprofit organizations, including Vidant Medical Center, Vidant Health Foundation Inc., Celebrate in June, Inc., and the Jenkins/Manuel Family Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports a range of discretionary and non-discretionary strategies.

Jerry Carson is a financial advisor at LPL Financial with 26 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Grove Point Investments, LLC and Grove Point Advisors, LLC since 2018, and H. Beck, Inc. from 2010 to 2021. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.