Top general retirement planning financial advisors in Moultrie, GA

Tammy Croyle is a financial advisor at Kestra Private Wealth Services, LLC with 31 years of industry experience. She holds a Series 63 designation and has previous experience with Raymond James Financial Services, Inc, The First Bank, and Southwest Georgia Bank. Outside of her advisory role, she assists with administrative tasks at Inspired Wealth Planning. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and offers specialized services such as annuity subaccount management and 529 plan services.

Jared Collum is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked in roles at Raymond James since 2022. Outside of his advisory work, he serves on the internal investment committee at Pentas Wealth Management, focusing on mutual fund research. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal and public finance services uncommon among large institutional advisors.

Daniel Dunn is a Series 66 licensed financial advisor with Edward Jones in Moultrie, GA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as an elected member of the Moultrie City Council, participating in governance and pension advisory committees. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Lisa Bauer is a financial advisor with Cetera and holds a Series 66 designation. She has 23 years of industry experience and has worked at firms including First Allied Advisory Services, Ridge Capital Management, Truist Investment Services, Valic Financial Advisors, and Ameriprise. In addition to her advisory role, she is a real estate agent with Coldwell Banker Platinum Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to third-party managers and multiple program structures.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.