Top financial advisors working with financial professionals in Henderson, NV
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.
If you work in finance and want to align your personal wealth strategy with your professional insights, these advisors can help you navigate that balance. A common mistake is treating your financial planning as separate from your career realities, which can lead to missed opportunities or overlooked risks.
- Industry-specific insight. Look for advisors who understand the unique income patterns and compensation structures common in financial professions.
- Tax-aware planning. Since Nevada has no state income tax, ask how they optimize your federal tax situation alongside sales and property taxes.
- Business-friendly approach. If you have entrepreneurial ventures, confirm how they integrate business growth with your personal financial goals.
- Experience with professional benefits. Check how they handle retirement plans, stock options, or deferred compensation typical for financial professionals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandon W
Series 63, Series 66
Las Vegas, NV
Merrill
Brandon Winkler is well-suited for financial professionals in Henderson, NV, offering expertise in retirement planning, wealth management, and business succession through Merrill's large-firm resources. His background includes institutional investment experience and a focus on practical, client-centered strategies, distinguishing him from others by combining broad firm capabilities with personalized service and a strong understanding of financial professionals' unique needs.
Experience: 8 years
Avg account: $860,085
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David P
Series 66
Henderson, NV
RBC Capital Markets
David Persin's 28 years of experience and Series 66 designation equip him to address the complex financial needs of professionals in Henderson, NV, including tax-loss harvesting and concentrated stock management. Affiliated with RBC Capital Markets, a large firm offering flat-fee options and diverse advisory programs, he combines seasoned expertise with access to tailored investment strategies, distinguishing him from other advisors in the area.
Experience: 28 years
Avg account: $1,017,425
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Warren C
Series 66
Henderson, NV
Fidelity
Warren Castor Jr. is well-suited for financial professionals in Henderson, NV, leveraging 21 years of industry experience and a Series 66 designation to address unique income patterns and compensation structures. As a seasoned Vice President at Fidelity, a large firm, he offers expertise in charitable giving and active portfolio management, providing a business-friendly approach that integrates personal and professional financial goals.
Experience: 21 years
Avg account: $234,793
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