Top financial advisors working with financial professionals in Las Vegas, 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 yourself, you might need an advisor who understands the unique challenges of your profession, like managing irregular income or navigating industry-specific benefits. A common mistake is working with someone who treats your financial situation like any other, missing key details that affect your planning.
- Industry insight. Look for advisors who know the financial professional landscape and can address your specific income patterns and career risks.
- Tax-aware planning. Since Nevada has no state income tax, ask how they optimize your federal tax strategy alongside sales and property taxes.
- Business-friendly approach. If you run your own practice or side business, confirm how they integrate business growth with your personal finances.
- Benefit coordination. Check how they handle employer benefits, retirement plans, and compensation structures common in financial careers.
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, making her well-suited to address the financial complexities faced by financial professionals in Las Vegas. As a Merrill Lynch associate with Series 66 and AAMS designations, she offers a large-firm advantage and focuses on mid-career and high-earning clients, charging a 1.10% AUM fee for managed strategies under $2 million.
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 is equipped to assist financial professionals in Las Vegas with tailored strategies like retirement income planning and business exit strategies, reflecting his understanding of unique career challenges. His CFP® and CFA® credentials, combined with a flat-fee structure and experience at Bauman Wealth Advisors, distinguish him by offering independent advice with a blend of fundamental and options-based investment approaches.
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 is well-suited for financial professionals in Las Vegas, offering expertise in retirement income strategy and options & derivatives, with 12 years of industry experience and Series 63 and 66 licenses. Her firm, Ashton Thomas Private Wealth, provides discretionary portfolio management and family office services, operating with a flat-fee and independent approach, which may appeal to those seeking flexible fee structures and comprehensive wealth management.
Experience: 13 years
Avg account: $1,841,971
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Brad M
Series 66
Las Vegas, NV
RBC Capital Markets
Brad Margison's 14 years of experience and Series 66 designation equip him to address the financial complexities faced by professionals in finance, including tax-loss harvesting and concentrated stock management. Operating within RBC Capital Markets, a large firm offering flat-fee options, he supports clients ranging from executives to founders, providing tailored wealth management services in Las Vegas, NV.
Experience: 14 years
Avg account: $1,017,425
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Justin M
Series 63, Series 65
Henderson, NV
Fidelity
Justin McMillan specializes in serving financial professionals in the Las Vegas area, leveraging 16 years of industry experience and expertise in charitable giving and active portfolio management. Based in Henderson, NV, he operates within Fidelity's large-firm environment, offering access to extensive resources and a broad range of services that may benefit clients managing complex financial and business needs.
Experience: 16 years
Avg account: $234,793
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