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 advice tailored to your unique career and income patterns, these advisors can help you navigate complex financial decisions. A common mistake is treating your financial planning like a typical client’s, overlooking industry-specific income cycles and tax considerations.
- Industry income insight. Confirm how they account for irregular income streams common in financial professions.
- Federal tax focus. Since Nevada has no state income tax, ask how they optimize your federal tax strategy alongside sales and property taxes.
- Business-friendly planning. If you’re an entrepreneur, check how they incorporate Nevada’s business policies into your financial plan.
- Career transition support. Financial professionals often change roles or firms; ask how they manage planning through these shifts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Heather H
Series 66
Las Vegas, NV
Merrill
Heather Henderson specializes in wealth management and active portfolio management, serving financial professionals in the Henderson area through Merrill, a large firm. With 2 years of industry experience and a focus on mid-career and high-earning clients, she offers a 1.10% AUM fee for managed strategies under $2 million, distinguishing her with a blend of firm resources and personalized service.
Experience: 3 years
Avg account: $860,085
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Christian S
CFP®, CFA®, Series 66, Series 63
Las Vegas, NV
Lifeworks Advisors, LLC
Christian Smissen specializes in serving financial professionals in the Henderson area, leveraging his CFP® and CFA® credentials alongside three years of industry experience. His firm, Lifeworks Advisors, LLC, offers a blend of fundamental and technical investment strategies, including options and derivatives, with flexible flat-fee financial planning options up to $50,000, distinguishing him from advisors with traditional AUM-based fees.
Experience: 4 years
Avg account: $506,000
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Rebecca M
Series 63, Series 66
Las Vegas, NV
Ashton Thomas Private Wealth
Rebecca Mac Donald's 12 years of experience and Series 63 and 66 licenses equip her to address the unique financial needs of professionals in Henderson, NV, especially with her expertise in retirement income strategy and options. Operating from Las Vegas with Ashton Thomas Private Wealth, she offers flat-fee and negotiable AUM structures, serving high-net-worth clients and trusts, which may provide more tailored and flexible planning compared to other advisors.
Experience: 13 years
Avg account: $1,841,971
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David P
Series 66
Henderson, NV
RBC Capital Markets
David Persin brings 28 years of experience and a Series 66 designation, making him well-equipped to address the unique financial needs of professionals in Henderson, NV. Affiliated with RBC Capital Markets, a large firm offering flat-fee options and comprehensive wealth management, he specializes in tax-loss harvesting and concentrated stock management, which can be particularly beneficial for financial professionals navigating complex income and tax scenarios.
Experience: 28 years
Avg account: $1,017,425
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Warren C
Series 66
Henderson, NV
Fidelity
Warren Castor Jr. specializes in serving financial professionals in Henderson, NV, leveraging 21 years of industry experience and a Series 66 designation to address complex income patterns and tax strategies. As a Vice President at Fidelity, a large firm, he offers seasoned expertise in charitable giving and active portfolio management, distinguishing him from advisors with less firm support or narrower specialties.
Experience: 21 years
Avg account: $234,793
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