Top financial advisors working with executives in Muskegon, MI

Kimberly Martin is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior partner in the Hammond, Martin, McKeough Group. She and her team serve individual clients, small and middle market businesses, and large corporations by providing a full range of asset management, retirement services, lending and banking services, as well as other financial management products. Their client relationships are founded on integrity, dependability, and trust. Since joining Merrill Lynch in 1989, Kimberly has gained extensive experience in various areas including corporate benefits, executive services, divorce transition planning, employee benefits planning, institutional consulting, services for endowments, foundations, non-profits, and defined benefit plans. Her team focuses on delivering exceptional service, financial management tools, retirement planning, and investment guidance. Kimberly holds a Bachelor's Degree from Michigan State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of the National Association of Plan Advisors. Beyond her professional career, Kimberly has been involved in community organizations such as the West Michigan Symphony as a former board member and currently serves on the board of Women Who Care in Muskegon County, Michigan. In her personal time, she enjoys boating, dancing, gardening, reading, skiing, traveling, and practicing yoga.

Kenneth Swiftney is a financial advisor with Primerica Advisors in Muskegon, MI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Primerica Advisors since 2014 and currently operates under Drake Financial Group, a DBA affiliated with PFS Investments Inc. Outside of finance, Swiftney is a supervisor at Northern Boiler, a mechanical contracting firm specializing in process piping, boiler repair, and steel erection, where he has worked since 1999. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers, delegates trading responsibilities to BNY Mellon Advisors, and uses a tiered wrap-fee structure for its services.

Rebecca Novak is a Series 66-licensed financial advisor with LPL Financial, based in Grand Rapids, MI, and has nine years of industry experience. She has held roles at BCS Partners LLC and its affiliated entities, as well as at Waddell & Reed Inc. In addition to her advisory work, Novak is a commissioned notary and serves as a non-variable insurance agent for Embark Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team, combining large-scale advisory operations with insurance and lending products.

Robert Koekkoek is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment, Capital Analysts, and Legend Equities Corporation. Outside of his advisory role, he serves as a basketball referee. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals.

Paul Dickinson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and Edward Jones. Dickinson also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals who provide tailored strategies across multiple platform arrangements and proprietary as well as third-party model solutions.

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.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.