Top financial advisors in Gulfport, 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 Gulfport, MS when you're navigating complex financial decisions like retirement planning or managing investments amid changing tax laws. A common pitfall is working with an advisor who overlooks how local and state tax changes could impact 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 Gulfport's economic environment.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that affects your overall costs.
- Firm size impact. Consider how working with advisors from large firms versus independent ones might influence the services you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandon B
Series 65
Gulfport, MS
AE Wealth Management, LLC
Brandon Blanchard offers expertise in retirement plans for business owners and tax-loss harvesting, making him well-suited for clients in Gulfport navigating local tax changes. His affiliation with AE Wealth Management, a large SEC-registered firm, provides access to diversified services and model portfolio solutions, while his flat-fee structure offers clear cost expectations compared to other advisors.
Experience: 7 years
Avg account: $387,358
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Robert F
Series 66
Gulfport, MS
Edward Jones
Robert Flowers II offers expertise in wealth management and tax-loss harvesting, supported by eight years of financial advising experience and a Series 66 designation. Working with Edward Jones, a large firm managing over $1 trillion in assets, he provides structured advisory programs with an annual fee up to 1.35%, suitable for clients seeking comprehensive services in Gulfport, MS.
Experience: 8 years
Avg account: $246,728
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Kimberly M
Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Kimberly Marmalich offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting, making her well-suited for clients in Gulfport navigating complex financial decisions. Working at Stratos Wealth Partners, a large firm, she provides flat-fee financial planning services and brings three years of industry experience along with a Series 65 credential and a CPA background.
Experience: 3 years
Avg account: $706,728
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Thomas S
Series 66
Gulfport, MS
Cetera
Thomas Sorrels brings 14 years of experience in Gulfport, specializing in wealth management, tax-loss harvesting, and retirement plans for business owners, which suits clients navigating local tax changes and retirement planning. Operating within Cetera, a large firm with over 6,800 advisors, he offers flexible flat-fee and hourly consulting options, providing a broad range of portfolio management and fiduciary services compared to smaller firms.
Experience: 15 years
Avg account: $306,089
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Jason H
CFP®, Series 66
Gulfport, MS
Raymond James Financial
Jason Huffman offers expertise in general retirement and business succession planning, supported by 12 years of experience in Gulfport, MS. As a CFP®-certified advisor at Raymond James Financial, he provides flat-fee services within a large firm environment, catering to diverse clients including high-net-worth individuals and institutional entities, which may offer broader resources compared to smaller firms.
Experience: 12 years
Avg account: $700,796
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