Top 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 seek a financial advisor in Mississippi when you're navigating life changes like retirement planning, managing inheritance, or adjusting to new income sources. A common pitfall is working with someone who applies generic advice without considering Mississippi's unique tax laws and economic factors.
- Local tax knowledge. Confirm how they incorporate Mississippi state tax rules into your retirement or investment plans.
- Income source planning. Ask how they handle diverse income streams, such as pensions, Social Security, or rental income, to optimize your cash flow.
- Estate considerations. Discuss how they approach inheritance and estate planning within Mississippi's legal framework.
- Experience with regional markets. Inquire about their familiarity with local investment opportunities and economic conditions affecting your portfolio.
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 expertise in income planning and tax-loss harvesting make him well-suited to address financial needs specific to Mississippi, including managing diverse income sources and optimizing tax strategies. As a seasoned advisor at Primerica Advisors, a large firm offering discretionary asset management with a tiered wrap-fee structure, he serves individual and high-net-worth clients, providing access to curated third-party asset managers and model-delivery strategies.
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 specialties in retirement income strategy and Social Security optimization make him well-suited for financial advising in Mississippi, especially for those approaching or in retirement. Affiliated with VOYA Financial Advisors, a large firm offering flat-fee and hourly planning options, he serves a diverse clientele including executives and business owners, providing a broad perspective compared to advisors focused solely on individual investors.
Experience: 26 years
Avg account: $236,678
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Dominic E
Series 66
Lexington, SC
Ameriprise
Dominic Enzastiga specializes in retirement income strategy and Social Security optimization, which suits those approaching retirement and managing income sources. Although based in Lexington, SC, he works with Ameriprise, a large firm known for research-based, tax-efficient retirement planning, offering a 0.15% AUM fee and serving clients with significant investable assets, differentiating him from local Mississippi advisors.
Experience: 0 years
Avg account: $471,167
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Donald S
Series 63, Series 65
Atlanta, GA
Primerica Advisors
Donald Stonecipher brings 36 years of experience and holds Series 63 and 65 designations, which equip him to address complex financial needs including tax-loss harvesting and business exit strategies relevant to Mississippi residents. Operating from a large firm, Primerica Advisors offers a range of fee structures from flat fees to subscription-based plans, providing flexibility compared to other advisors who may have more limited fee options or smaller firm resources.
Experience: 36 years
Avg account: $230,599
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Thomas B
Series 66
Meridian, MS
First Command Advisory Services
Thomas Booker is equipped to assist with financial planning in Mississippi, leveraging his Series 66 designation and expertise in passive and active portfolio management, tax-loss harvesting, and wealth management. His experience at First Command Advisory Services, a large firm serving diverse clients with tailored planning and discretionary asset management, complements his military background and local ties, distinguishing him from advisors with less structured service models or regional familiarity.
Experience: 2 years
Avg account: $214,697
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