Top financial advisors in Miami, OK
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.
When you live in Miami, OK, preparing for sudden weather events like tornadoes is crucial to protect your financial future. An advisor unfamiliar with local risks might overlook insurance needs that could leave you exposed after a storm.
- Weather risk expertise. Confirm how they incorporate tornado and severe weather scenarios into your insurance and emergency fund planning.
- Insurance coordination. Ask how they evaluate your coverage limits and gaps specific to Oklahoma's weather hazards.
- Disaster recovery planning. See if they help you plan for income disruption and asset replacement after weather-related losses.
- Local market knowledge. Advisors aware of Miami's economic and housing trends can better align your investments with regional risks and opportunities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin M
Series 66
Grove, OK
OSAIC
Justin Mcdannald brings 18 years of experience and a Series 66 designation, offering flat-fee financial planning and consulting services suitable for clients in the Miami, OK area facing weather-related financial risks. Affiliated with OSAIC, a large firm with diverse investment strategies and a broad client base, he provides flexible fee structures and expertise in annuities, which may complement disaster recovery and insurance coordination needs.
Experience: 18 years
Avg account: $398,336
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Joshua W
Series 66
Miami, OK
Edward Jones
Joshua Wheeler's experience with retirement plans for business owners and general retirement planning suits Miami residents preparing for weather-related financial risks. Affiliated with Edward Jones, a large firm offering diverse investment strategies and a 1.35% annual program fee, he combines local presence with broad resources, differentiating him from smaller, less diversified advisors in the area.
Experience: 5 years
Avg account: $246,728
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Steve L
Series 63, Series 65
Grove, OK
Ameriprise
Steve Lamphear's extensive 31 years of experience and focus on retirement income strategy make him well-suited to help clients in Miami, OK prepare for financial risks related to severe weather events. Operating through Ameriprise, a large firm with a 0.15% AUM fee, he offers tailored retirement planning that includes Social Security optimization and tax-smart withdrawal strategies, distinguishing him from advisors with less specialized retirement expertise.
Experience: 31 years
Avg account: $471,167
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Melissa P
Series 63, Series 65
Columbus, KS
LPL Financial
Melissa Proffitt brings 26 years of experience and holds Series 63 and 65 licenses, offering flat-fee financial planning through LPL Financial, a large firm with extensive advisory programs. While based in Columbus, KS, her expertise in college savings and access to both discretionary and non-discretionary management may provide a broad perspective compared to local Miami advisors focused solely on weather-related risks.
Experience: 27 years
Avg account: $399,489
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Dalton H
Series 66
Grove, OK
Wells Fargo Advisors
Dalton Homan's seven years of experience and Series 66 designation equip him to address retirement income and estate planning needs, which are vital for managing financial risks in areas like Miami, OK. Affiliated with a large firm serving high-net-worth clients, he offers access to extensive resources and wealth management services that may differ from smaller local advisors.
Experience: 7 years
Avg account: $514,335
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