Top financial advisors in Greenwood, 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.
You might seek a financial advisor in Greenwood, MS when you're navigating complex financial decisions like retirement planning or managing investments. A common pitfall is working with someone who overlooks how local tax changes could affect your long-term financial goals.
- Local tax insight. Confirm how they incorporate Mississippi's gradual income tax reductions into your planning.
- Experience depth. Ask about their years managing portfolios in Greenwood to understand their familiarity with regional economic factors.
- Fee structure clarity. Understand whether they offer flat-fee arrangements, which can simplify budgeting for advisory services.
- Client focus. Inquire if they have experience working with clients in your generation or financial situation to ensure relevant advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Dana M
Series 66
Greenwood, MS
Edward Jones
Dana Marshall offers wealth management and tax-loss harvesting expertise in Greenwood, MS, with a focus on multi-generational wealth transfer. Affiliated with Edward Jones, a large full-service firm, Marshall provides advisory services with a program fee up to 1.35% annually and brings three years of industry experience, complemented by prior roles in real estate and business.
Experience: 4 years
Avg account: $246,728
-
Eddie C
Series 63, Series 66
Grenada, MS
Cetera
Eddie Carnathan offers expertise in wealth management and retirement plans for business owners, supported by 21 years of experience and Series 63 and 66 licenses, making him capable of addressing complex financial needs near Greenwood, MS. His affiliation with Cetera, a large firm providing diverse portfolio management and flat-fee financial planning options, distinguishes him from others by combining seasoned insight with flexible fee structures and a broad client focus.
Experience: 22 years
Avg account: $306,089
-
Hallie M
Series 66, Series 63
Silver City, MS
Spire Wealth Management, LLC
Hallie Marshall offers expertise in options and derivatives strategies, passive and active portfolio management, and private investments, which can support complex financial decisions in Greenwood, MS. Her firm, Spire Wealth Management, provides flat-fee and independent advisory services with flexible fee structures, serving individuals and trusts, distinguishing her from advisors with more traditional fee models or narrower investment approaches.
Experience: 13 years
Avg account: $703,287
-
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 Series 63 and 65 credentials, making her well-equipped to address financial needs near Greenwood, MS. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and serving diverse clients, she also brings tax preparation experience through Barfield Salley and Associates, adding valuable local insight.
Experience: 14 years
Avg account: $700,796
-
Lynn K
Series 63, Series 65
Grenada, MS
Raymond James & Associates
Lynn Kelly offers extensive expertise in general retirement planning and wealth management, supported by 23 years of industry experience and a flat-fee structure that can simplify budgeting. Affiliated with the large firm Raymond James & Associates, she serves a diverse client base including individuals and institutions, distinguishing her from advisors focused solely on personal financial planning.
Experience: 23 years
Avg account: $788,879
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Greenwood, MS
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")