Top financial advisors working with dentists in Mississippi

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Marcus Kincaid is a financial advisor with VOYA Financial Advisors, Inc. in Louisville, MS, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously held positions at Voya Financial Partners, LLC, Ballew Advisors Inc, and Valic Financial Advisors. Outside of his advisory work, Kincaid serves on the board of directors for the Winston County Medical Foundation and provides high school football game updates as a broadcaster for WLSM. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients through a broad range of financial planning and portfolio management services. The firm employs both discretionary and non-discretionary management approaches and integrates in-house and third-party strategies using technology-enabled tools to implement client recommendations.

Thomas Booker is a financial advisor with First Command Advisory Services in Meridian, MS, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Woodstock Furniture and Wal-Mart. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Gene Yates is a financial advisor at Abridge Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abridge Partners since 2007. Yates is also licensed in life and health insurance. Abridge Partners primarily serves high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm offers financial planning, consulting, and investment management through a combination of fundamental analysis, strategic asset allocation, and core-satellite portfolio construction, often utilizing third-party sub-advisers and model platforms.

Suzie Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her prior roles include 20 years at Stifel Independent Advisors and earlier positions at STIFEL and Merrill. Sawyer also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

James Adams is the Senior Resident Director at the Augusta Branch of Merrill Lynch Wealth Management and a financial advisor with Adams, Wilson & Associates. He has been a Merrill financial advisor for over 27 years, focusing on helping clients achieve their individualized financial goals. He holds a Bachelor's Degree from the University of North Carolina System and a Master's Degree from the University of South Carolina System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. James and his wife, Claudia, have lived in the area for the past 30 years, making their home in Aiken, South Carolina. He is involved in the community as a member of the United Way of the CSRA Board. His personal interests include biking, boating, and golfing.

Paul Nelson is a financial advisor at Cain, Watters & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Cain, Watters & Associates in 2024, he worked at Forvis Mazars LLP for six years and has additional experience in fitness-related roles. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, utilizing both discretionary and non-discretionary investment solutions across multiple platforms. The firm also offers specialized services for practice transitions and dental service organizations.

David Balmer is a financial advisor with Edward Jones in Anchorage, Alaska, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.