Top college savings (529s, UTMA, etc.) financial advisors in Morehead City, NC

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Carlo Oldani is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities for eight years. He serves on the local board of directors for Public Radio East, a volunteer role supporting the regional NPR affiliate in Eastern North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and third-party platforms.

Ryan Morris is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as the head varsity baseball coach at Croatan High School in Newport, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large network of advisors and branch offices.

Kirby Sloan is a CFP® professional with nine years of experience in financial advising. He is currently with Villanor Private Wealth and previously worked at Commonwealth Financial Network, Sloan Trust, and Edward Jones. He is the owner of Sloan Financial Group, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Morgan Edmondson is a financial advisor with Ameriprise in Greenville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, Morgan worked at Page and Smith, PA from 2022 to 2024. Outside of financial advising, Morgan supports the Young Farmers and Ranchers program in North Carolina, which promotes agriculture education and awareness in the farming community. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.