Top financial advisors in Lubbock, TX
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're managing significant property taxes or navigating federal tax planning without state income tax, you need advisors who understand Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial picture, not just focusing on income tax.
- Federal and property tax balance. Confirm how they integrate property tax considerations with federal tax strategies to avoid surprises.
- Multi-state experience. Texas clients often have ties across states; ask how they handle tax implications beyond Texas borders.
- Industry-specific knowledge. Texas's economy includes oil, gas, and business ownership; check if they understand your sector's financial nuances.
- Long-term tax planning. Look for advisors who plan beyond immediate tax savings, considering your evolving tax exposure over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey N
Series 66
Lubbock, TX
LPL Financial
Jeffrey Nelson's 17 years of experience and Series 66 designation equip him to address complex tax planning needs in Lubbock, including property and federal tax considerations. Operating within LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients such as business owners and retirees, providing expertise in wealth management and retirement plans tailored to local economic sectors.
Experience: 17 years
Avg account: $399,489
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Trent R
Series 66
Lubbock, TX
Cetera
Trent Riddle's two decades of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to address the complex tax landscape in Lubbock, TX. Operating within Cetera, a large firm offering flat-fee and negotiated hourly consulting, he serves high earners and those approaching retirement, providing a blend of personalized planning and access to diverse portfolio management options.
Experience: 20 years
Avg account: $306,089
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Corey R
Series 66
Lubbock, TX
Equitable Advisors
Corey Robertson's 23 years of experience and Series 66 designation equip him to address the complex tax and retirement planning needs of Baby Boomers in Lubbock, TX, especially those approaching retirement or with high net worth. Affiliated with Equitable Advisors, a large firm offering both advisory and brokerage services, he provides flexible fee structures and serves a diverse client base including business owners and executives.
Experience: 23 years
Avg account: $570,841
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William G
CFP®, Series 66
Lubbock, TX
Raymond James Financial
William Garrison offers expertise in general retirement and business succession planning, well-suited for clients managing complex tax situations in Lubbock, TX. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides flat-fee and hourly planning options, combining 13 years of experience with a CFP® certification to support both individual and institutional financial needs.
Experience: 13 years
Avg account: $700,796
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Natali F
Series 66
Lubbock, TX
Merrill
Natali Flores at Merrill in Lubbock, TX, offers expertise in tax-loss harvesting and active portfolio management, which can help balance federal and property tax considerations unique to Texas. As a Series 66 holder with experience serving executives and business owners, she operates within a large firm known for tax-efficient strategies and integrated services, differentiating her from advisors at smaller firms.
Experience: 1 year
Avg account: $860,085
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