Top financial advisors in Mississippi
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.
You might be looking for financial advisors in Mississippi when you want help navigating local tax rules, retirement plans, or investment options that fit your lifestyle and goals. A common mistake is choosing an advisor who applies generic advice without considering Mississippi's unique financial environment.
- Local tax knowledge. Confirm how they incorporate Mississippi state taxes into your overall financial plan, not just federal rules.
- Retirement plan insight. Ask how they tailor retirement strategies to Mississippi's cost of living and available state benefits.
- Investment approach. Look for advisors who explain how they select investments suited to your risk tolerance and Mississippi's economic conditions.
- Fee structure clarity. Since many advisors here offer flat fees, understand how their pricing aligns with the services you need.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anthony B
Series 63, Series 65
Kiln, MS
Primerica Advisors
Anthony Bond's 24 years of experience and Series 63 and 65 licenses equip him to navigate Mississippi's unique financial landscape, including local tax considerations and retirement planning. Operating within Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, he specializes in ESG investing, tax-loss harvesting, and income planning, which may appeal to clients seeking sustainable strategies and clear fee transparency.
Experience: 24 years
Avg account: $228,117
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Marcus K
Series 63, Series 65
Louisville, MS
Voya financial Advisors, Inc.
Marcus Kincaid's 26 years of experience and Series 63 and 65 credentials equip him to address retirement planning and income strategies tailored to Mississippi's unique financial landscape. Operating within VOYA Financial Advisors, a large firm offering flat-fee and hourly pricing, he serves a diverse clientele including retirees and business owners, providing both discretionary and non-discretionary investment options that consider local economic conditions.
Experience: 27 years
Avg account: $236,678
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Thomas B
Series 66
Meridian, MS
First Command Advisory Services
Thomas Booker offers financial guidance in Mississippi with expertise in passive and active portfolio management, tax-loss harvesting, and wealth management, suitable for mid-career professionals and retired clients. Operating within the large firm First Command Advisory Services, he provides a structured planning approach and discretionary asset management with a 1.30% AUM fee, distinguishing him through a blend of modern portfolio principles and extensive military service experience.
Experience: 2 years
Avg account: $214,697
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Gene Y
Series 63, Series 65
Jackson, MS
Abridge Partners, LLC
Gene Yates Jr. is well-equipped to assist with financial planning in Mississippi, leveraging 26 years of experience and expertise in active portfolio management, concentrated stock management, and alternative investments. Operating from Jackson, MS, he offers flexible flat-fee or combination fee structures and serves high-net-worth clients, differentiating himself through a strategic asset allocation approach and the use of third-party sub-advisers for tailored investment solutions.
Experience: 26 years
Avg account: $1,068,946
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Suzie S
Series 63, Series 65
Gulfport, MS
LPL Financial
Suzie Sawyer's 34 years of experience and expertise in retirement plans for business owners and tax-loss harvesting make her well-equipped to address financial needs specific to Mississippi, including local tax considerations and retirement strategies. Operating within LPL Financial, a large firm offering diverse investment options and flat-fee financial planning, she provides seasoned guidance that balances personalized service with the resources of a major advisory firm.
Experience: 35 years
Avg account: $399,489
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