Top advisors focused on financial professional 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.

If you work in finance, your income and benefits might be more complex than most, with bonuses, commissions, or stock options to manage. Without an advisor who understands these nuances, you risk missing opportunities to optimize your compensation and benefits for your long-term financial goals.

  • Industry-specific income insight. Look for advisors who understand how financial professionals' pay structures affect cash flow and tax planning.
  • Benefit coordination. Confirm how they integrate employer benefits like retirement plans or deferred compensation into your overall strategy.
  • Regulatory awareness. Ask how they stay current on financial industry regulations that could impact your financial decisions.
  • Career transition planning. If you anticipate job changes or retirement, see how they help manage the financial implications unique to finance professionals.

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 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Marcus K

Series 63, Series 65

Louisville, MS

VOYA Financial Advisors, Inc.

Marcus Kincaid is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he serves on the board of directors for the Winston County Medical Foundation and is involved in broadcasting high school football games. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs featuring model portfolios and manager-driven sleeves, with a significant focus on non-discretionary assets alongside discretionary offerings.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired
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Dominic E

Series 66

Lexington, SC

Ameriprise

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Donald S

Series 63, Series 65

Atlanta, GA

Primerica Advisors

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Thomas B

Series 66

Meridian, MS

First Command Advisory Services

Thomas Booker is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Woodstock Furniture and Wal-Mart, as well as serving in the Mississippi Army National Guard for over 30 years. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management based on fundamental manager analysis and modern portfolio principles.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Timothy E

Series 66

New York, NY

First Manhattan Co. LLC

Timothy Egan is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides discretionary and non-discretionary investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, educational institutions, private investment vehicles, and institutional clients. The firm employs a research-driven, long-term, value-focused investment approach, utilizing both actively managed individual-security strategies and lower-fee passive fund exposures.

Wealth management Passive / index investing Tax-loss harvesting Retired Founder/Business Owner Executive Financial Professional
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Barbara B

Series 66

Conshohocken, PA

RBC Capital Markets

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)

Anthony L

Series 63, Series 65

St. Louis, MO

Fidelity

Anthony Lyons is a Financial Consultant at Fidelity Investments, where he works alongside a team of financial professionals to provide guidance aimed at helping clients achieve peace of mind and live with purpose. He focuses on actively listening to clients' concerns and suggesting courses of action to support their financial goals. Anthony has held various roles in the financial services industry since 2016, including positions as a Financial Advisor at PNCI and Edward Jones, Private Wealth Advisor at Regions Bank, and Vice President-Planning & Development Manager at Arvest Wealth Management. His experience spans several organizations, reflecting a broad background in financial consulting and wealth management. Outside of his professional work, Anthony has interests in baseball, cars, football, and social events with friends.

Charitable giving & philanthropy Active portfolio management Financial Professional

Sulayman N

Series 66

Charlotte, NC

Edward Jones

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Financial Professional Doctor or Medical Professional
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Christian N

Series 63, Series 65, Series 66

Foster City, CA

IEQ Capital, LLC

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining IEQ Capital in 2019, he worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments.

Private / alternative investments 10b5-1 plan design Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
View complete list of advisors specializing in financial professional in Mississippi
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