Top general estate planning guidance financial advisors in Kennett, MO

Charles Brown is a financial advisor with IPI Wealth Management, Inc. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes roles at Investment Planners, Inc., Cabot Lodge Securities LLC, and Wilbanks Securities. In addition to his advisory work, Brown is involved in community activities as the unit committee chairman for local Boy Scout and Cub Scout troops. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm offers proprietary risk-based model portfolios and emphasizes strategic asset allocation combined with active manager oversight within an open-architecture approach.

Donald Collins is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2012, accumulating 14 years of industry experience. Outside of his advisory role, he serves as the Presiding Commissioner for Dunklin County, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Bunny Lee is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following a tenure with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning through a structured process and manages approximately $2.74 trillion in client assets.

Daniel Stidham is a financial advisor with AAN Wealth Advisors LLC in Paragould, Arkansas, holding a Series 65 designation and seven years of industry experience. He has worked at AAN Wealth Advisors since 2019 and previously at Strategic Planning Associates and VisionPoint Advisory Group, LLC. In addition to his advisory role, Stidham is a licensed insurance agent and occasionally offers insurance products to clients. AAN Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm uses an external subadvisor to manage model portfolios on a discretionary basis and operates across seven offices.

Randi Allgood is a financial advisor at Chelsea Advisory Services, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Saxony Capital Management, LLC and Saxony Securities. She has been with Chelsea Financial Services since 2020. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating with an affiliated broker-dealer and custody platform.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CoreCap Advisors and Cambridge Investment Research. Outside of his advisory role, he is the founder of Frontier Wealth Management and works as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million for around 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to clients’ objectives and risk tolerances primarily through mutual funds and ETFs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.