Top business exit / sale strategy financial advisors in New Mexico

James Mccullough is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies over a span of 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and a variety of investment strategies.

Ann Shubert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has worked in various roles including at Waddell & Reed, Inc. and within insurance and financial firms such as Intentional Insurance, LLC and Intentional Finance, LLC. Equita Financial Network, Inc. is an SEC-registered advisory firm that provides comprehensive financial planning and investment management to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management and a network model that supports investment adviser representatives under independent DBAs.

Kristina Robinson is a financial advisor at Robinson Wealth and Financial Planning in Hobbs, NM, holding Series 65 and Series 63 licenses with two years of industry experience. Her prior work includes roles at Primerica and Lincoln College of Technology. She is also a licensed insurance agent. Robinson Wealth and Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering discretionary trading in mutual funds, equities, fixed income, ETFs, annuities, and non-U.S. securities.

Jessie Maestas is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Jessie worked at RBC Capital Markets, LLC for eight years. Jessie also has experience outside finance, including time at The Quarters BBQ and Alan Maestas Law Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds a Series 66 designation and previously worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for 20 years. He also operates a personal branding business under AP Capital Management, Inc. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.