Top financial advisors in Hattiesburg, 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 Hattiesburg, 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 local tax nuances, which can affect your long-term financial outcomes.
- Local tax insight. Confirm how they incorporate Mississippi's evolving income tax rates into your plan.
- Experience depth. Look for advisors who balance investment growth with tax efficiency over many years.
- Fee structure clarity. Understand whether their fees align with your financial goals and how that impacts advice.
- Firm size impact. Ask how working with a large or independent firm influences the resources and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua D
Series 66
Purvis, MS
Edward Jones
Joshua Daye offers retirement and business succession planning tailored for business owners in Hattiesburg, leveraging Edward Jones' extensive resources as a large firm. With a Series 66 designation and a focus on intergenerational families, he combines active portfolio management with a fee structure up to 1.35% annually, providing a balance of personalized service and broad firm support.
Experience: 2 years
Avg account: $246,728
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Kayla N
Series 66
Hattiesburg, MS
Cetera
Kayla Norris offers expertise in wealth management and tax-loss harvesting, making her well-suited for clients in Hattiesburg navigating retirement and investment planning with local tax considerations. Operating within Cetera, a large firm, she provides flexible fee options including flat fees and hourly consulting, catering to high earners and those approaching retirement with tailored financial planning services.
Experience: 4 years
Avg account: $306,089
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Jill W
Series 63, Series 65
Hattiesburg, MS
LPL Financial
Jill Wiest offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting, which is valuable for navigating Mississippi's tax landscape. Operating within LPL Financial, a large firm, she provides flat-fee financial planning and consulting, combining personalized service with access to extensive investment resources, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 4 years
Avg account: $399,489
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Carroll S
Series 63, Series 65
Hattiesburg, MS
Independent Financial Partners
Carroll Sanderson's 21 years of experience and expertise in retirement income strategy and tax-loss harvesting make him well-suited for clients in Hattiesburg, MS navigating retirement and tax planning. Operating within Independent Financial Partners, a large firm offering flat-fee financial planning and a multi-advisor platform, he provides access to diverse resources and personalized attention compared to smaller firms.
Experience: 21 years
Avg account: $225,569
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Chad E
CFA®
Hattiesburg, MS
Lee-Way Financial Services, Inc
Chad Edmonson offers expertise in wealth management and passive investing with a focus on tax-aware strategies, making him well-suited for clients in Hattiesburg navigating complex financial decisions. As the sole advisor at an independent firm serving high-net-worth clients, he combines 11 years of experience with a 0.65% AUM fee, emphasizing income and growth through bonds, REITs, and publicly traded partnerships.
Experience: 11 years
Avg account: $1,223,301
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