Top options & derivatives strategies financial advisors in Myrtle Beach, SC

David Weber is a financial advisor with Wells Fargo Clearing in Myrtle Beach, SC. He holds Series 63 and Series 65 designations and has 46 years of industry experience. His prior work includes seven years at UBS Financial Services. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its Investment Institute with third-party analytics and applies diversification and modern portfolio theory to its investment evaluations.

Jason Toy is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he was involved with Champion Autism Network and Ripley's Aquarium. 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 network of financial advisors and branch offices.

Bradley Tunnell is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 12 years. He also owns Palmetto Wealth Planning, a financial planning firm based in Myrtle Beach, SC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model supported by a range of analytical tools.

Herman Watson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2007. He leads an advisory team that focuses on helping clients develop goals-based wealth management strategies. Herman's approach emphasizes clear communication, aiding clients in understanding the narratives behind their financial data to facilitate logical decision-making throughout their financial journeys. His expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Herman holds a Bachelor of Science degree in Mechanical Engineering from the University of Florida and a Master's degree from East Carolina University. He has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Herman spends time with his family engaged in activities such as boating, fishing, swimming, and traveling. He also enjoys exercising, playing the piano, and watching his children participate in sports.

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.