Top financial advisors in Kinston, NC
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 be considering a financial advisor in Kinston, NC if you're navigating life changes like a new job, retirement, or managing growing income streams. A common mistake is working with someone who overlooks local tax nuances or the impact of regional economic trends on your financial plan.
- Local tax insight. North Carolina's flat income tax affects your take-home pay and investment returns differently than states with brackets; ask how they factor this into your plan.
- Growth area awareness. Kinston's rapid population growth can influence real estate and job markets; see if the advisor understands these local shifts.
- Income timing strategies. Whether you're earning steadily or facing fluctuating income, confirm how they plan distributions or savings to match your cash flow.
- Experience with diverse clients. Check if they have worked with people at different life stages, as this shapes advice on retirement and investment choices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew W
Series 66
Kinston, NC
Cambridge Investment Research Advisors
Matthew Worthington offers expertise in retirement income strategies and plans for business owners, making him well-suited for clients in Kinston navigating retirement or business transitions. Affiliated with Cambridge Investment Research Advisors, a large firm, he provides flat-fee and AUM-based pricing, serving diverse clients including executives and retirees, which distinguishes him from advisors with narrower client focuses.
Experience: 4 years
Avg account: $378,281
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Justin T
CFP®, Series 63, Series 65
Kinson, NC
Raymond James Financial
Justin Tart's 21 years of experience and CFP® certification equip him to address retirement and business succession planning in Kinston, NC, considering local economic trends. His flat-fee structure at Raymond James Financial, a large firm serving diverse clients, offers transparent pricing and access to broad resources, distinguishing him from advisors with different fee models or smaller practices.
Experience: 21 years
Avg account: $700,796
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Zachary G
Series 66
Kinston, NC
Wells Fargo Advisors
Zachary Goins, based in Kinston, NC, offers expertise in divorce financial planning, business exit strategies, and cash flow budgeting, which can be crucial for managing life changes and income streams in the area. Working with Wells Fargo Advisors, a large firm serving high-net-worth clients, he leverages extensive resources and tailored planning tools, distinguishing him from advisors with smaller practices or less specialized services.
Experience: 8 years
Avg account: $514,335
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Tammy M
Series 66
Kinston, NC
Edward Jones
Tammy Malone's nine years of experience and Series 66 license equip her to address retirement income and business succession strategies relevant to Kinston's evolving economic landscape. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing her through access to extensive resources and diverse advisory programs.
Experience: 9 years
Avg account: $246,728
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Aaron F
Series 65, Series 63
Kinston, NC
Credit Union Investment Services
Aaron Futral offers expertise in general retirement planning and passive/index investing, well-suited for clients in Kinston, NC navigating retirement or income growth. His nine years of experience and role at Credit Union Investment Services provide access to low-cost, index-based funds and a wrap-fee program, distinguishing him with a goals-based, long-term planning approach and an independent advisory perspective.
Experience: 10 years
Avg account: $3
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