Top financial advisors working with founders and business owners in Mount Pleasant, TX

Franklin Conrad is a financial advisor at Edward Jones in Mt Pleasant, TX, with four years of industry experience. He holds a Series 66 designation and previously worked at Schlumberger and Paterson UTI. Conrad is also an author of a book focused on improving collaboration and communication among financial teams. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

William Ferguson is a CFP® professional with 16 years of industry experience. He is currently with Ferguson Wealth Management at Prospera Financial Services, Inc., having previously worked at McGuire-Dyke Investment Group and Summit Financial Group. Outside of his advisory role, he teaches financial workshops, builds and sells wood projects, and serves as a board member of the Mt. Pleasant Planning and Zoning Committee. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Frank Durrum III is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Edward Jones for 13 years before joining Raymond James in 2023. He is also the owner and CEO of Durrum Wealth Management in Mount Pleasant, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm employs tailored non-discretionary planning and analytical tools to align recommendations with client goals and offers specialized municipal and employer advisory services.

Jennifer Wildman is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Avantax Advisory Services and 1st Global Advisors, along with ongoing involvement in 1st Texas Financial Services and a CPA firm. Outside of her advisory duties, she serves as treasurer of the Titus County Child Welfare Board and assists with bookkeeping for a family-owned yard equipment business. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers diverse program structures, including automated allocations and bespoke strategies, supported by a large network of advisors and extensive assets under management.

Rory Mcdonald is a financial advisor with Monticello Financial Advisors in Mount Pleasant, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Prosperity Wealth Management, Capital Investment Group, and Hightower Financial. He owns Annuity Knowledge Systems, which focuses on variable annuity data analysis and proposal development, and Mc2 Tax Consulting Services, offering tax preparation and consulting. Monticello Financial Advisors provides financial planning and discretionary asset management for individuals, trusts, estates, and retirement plans. The firm uses a data-driven, rules-based approach to cashflow and annuity management, combining passive and active investment strategies with an emphasis on diversification and periodic portfolio reviews.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.