Independent financial advisors in Greenwood, MS

Dana Marshall is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Marshall worked at Powers Properties and America's Catch, Inc. Outside of advising, Marshall serves as an Administrative Council Member at St. John's UMC, where they participate in discussions on financial reports and vote on major expenses and administrative issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Eddie Carnathan is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a board member of the Grenada Public School District, where he participates in policy creation and approval. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various model portfolios or bespoke strategies.

Hallie Marshall is a financial advisor at Spire Wealth Management, LLC with 13 years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at Prosperity Capital Advisors, GWM Advisors, LLC, LPL Financial, LLC, and Commonwealth Financial Network. Outside of her advisory role, she has served as a poll manager and clerk for the Humphreys County Election Commission. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions, employing tactical, active, and passive investment approaches tailored to client objectives.

Dena Weeks is a financial advisor with Raymond James Financial in Cleveland, MS, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015 and is also associated with Barfield Salley and Associates, PLLC, where she prepares tax returns. Additionally, she owns Golden Harvest Financial Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools to help clients assess potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lynn Kelly is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she has participated as an assistant proctor for ACT exams at Holmes Community College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services supported by various portfolio management styles and affiliated research.

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.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.