Top financial advisors working with executives in Hobbs, NM

Kristina Robinson is a financial advisor with Robinson Wealth and Financial Planning in Hobbs, NM. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to founding her firm, she worked at Primerica and has a background that includes roles outside the financial industry. She is also a licensed insurance agent. Robinson Wealth and Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a diversified investment approach incorporating fundamental analysis, modern portfolio theory, and technical methods, offering a range of securities and insurance products with a focus on documented client objectives and risk tolerances.

Davis Wright is a financial advisor with Edward Jones in Hobbs, NM, holding a Series 66 designation and has eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and The James Polk Stone Community Bank. Outside of advising, he is the owner and managing member of Four K Properties, LLC, a real estate business in Lovington, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Tonya Fisher is a Senior Financial Advisor with Merrill Lynch Wealth Management, leveraging the investment resources of Merrill Lynch and the banking services of Bank of America to support her clients' financial needs. She has been active in the financial services industry since 2003 and joined Merrill Lynch in 2016. Tonya holds a bachelor's degree in English from New Mexico State University and a master's degree in Technical Communication from Texas Tech University. She has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include education planning, institutional consulting, legacy planning, portfolio management, and services for endowments, foundations, and non-profits. In addition to her professional work, Tonya supports the Lea County Humane Society and other animal rescue organizations. Her approach centers on connecting all aspects of her clients' financial lives to help prioritize and pursue the goals that matter most.

Phillip Carrell Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, and previously worked at Securities America Advisors. In addition to his advisory role, he is involved in selling and placing insurance products through national companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning and investment management through various platform arrangements and provides access to both proprietary and third-party model strategies.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.