Independent financial advisors in Natchez, MS

Donna Lindley is a financial advisor at Edward Jones with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Emily Maxwell is a CFP® professional with 25 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2015 and B. Riley Wealth Management since 2022. She previously worked at National Securities Corp from 2015 to 2022. Maxwell is a board member of the Rotary Club of Natchez, a local civic organization. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

David Falkenheiner is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior work includes roles at Ernst & Young LLP and Silas Simmons LLP. He serves on multiple local boards in Natchez, Mississippi, including the Natchez Chamber of Commerce and the Rotary Club of Natchez. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Gary Agent is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has five years of industry experience, having previously been affiliated with LPL Financial and Mississippi State University. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party managers, and analytical approaches spanning mutual funds, ETFs, fixed income, options, and alternative products.

Bazile Lanneau Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been associated with LPL Financial since 2005. In addition to his advisory role, he has operated as an attorney since 2004 and is involved in managing a family farming operation and several family-owned LLCs. He is also licensed in life insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.