Top financial advisors working with executives in Los Alamos, NM

Nancy Quartey is a financial advisor with Raymond James Financial in Los Alamos, NM, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Macy's, SoCal Real Estate Group, and the US Embassy in Paris. She also serves as a Client Relationship Manager at Wiemann Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors and advisory firms.

Douglas Mowrer is a financial advisor at Edward Jones in Los Alamos, NM, holding a Series 66 credential with 13 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith Inc, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ben Bouman is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and joined Cetera's institutional firm in 2024. Outside of his advisory role, Bouman serves as an officer and backup bartender for the Benevolent and Protective Order of Elks, a nonprofit charitable fraternal organization, and works as a snowboard instructor at Pajarito Mountain Ski Area. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, supported by a nationwide network of over 10,000 advisors.

Kristy Wade is a financial advisor with Raymond James & Associates, Inc. in Los Alamos, NM, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at Raymond James & Associates since 2013, with a two-year tenure at Keel Point LLC in between. Outside of her advisory role, she is a partner and owner of Megiddo Solutions LLC, a government contracting business where she assists with financial reporting and bookkeeping. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a wide range of portfolio management styles and affiliated research resources.

Solo Women Finances Laura Lynch, CFP® supports solo women as they integrate financial security with their personal values. Laura understands that financial decisions are about more than money. She helps women feel confident by serving as a thinking partner empowering their best life - whether in a van, tiny home, co-housing or right-sized space. Coast Financial Independence Laura Lynch, CFP® guides clients through the process of downsizing to create financial independence. She provides flat-fee limited-scope planning customized around the specifics of gap / travel income, career transition, tiny home finances and debt-free goals. Laura knows the deep change of being mortgage-free and offers a custom roadmap for this lifestyle. Tiny House Retirement Laura Lynch, CFP® helps retirees, already within the tiny home movement, achieve their specific planning goals. She includes (optional) investment management in a flat planning fee. She offers three values-aligned themes to choose from: traditional, structured and impact. Laura helps those intentionally leaving a smaller footprint, make a bigger impact. The Tiny House Adviser LLC, Laura’s firm, is a fee-only fiduciary financial planning firm guiding others on the path to financial freedom through alternative and tiny living.

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.