Top financial advisors working with financial professionals in North Las Vegas, NV
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 and want to align your personal financial plan with your professional insights, these advisors can help you navigate that balance. A common pitfall is treating your financial planning as separate from your career realities, which can lead to missed opportunities or overlooked risks.
- Industry-specific insight. Look for advisors who understand the unique cash flow patterns and compensation structures common in financial professions.
- Tax-aware planning. Since Nevada has no state income tax, ask how they optimize your federal tax strategy alongside sales and property tax considerations.
- Business-friendly approach. If you’re an entrepreneur or involved in business ownership, confirm how they integrate business policies into your personal financial plan.
- Long-term career alignment. Ensure they consider your career trajectory and potential changes when recommending investment or retirement strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Heather H
Series 66
Las Vegas, NV
Merrill
Heather Henderson specializes in wealth management and passive/index investing, making her well-suited to address the financial planning needs of professionals in finance in North Las Vegas. Operating within Merrill's large firm environment, she brings three years of industry experience and a background in marketing, which supports her personalized approach to aligning financial plans with clients' career trajectories and priorities.
Experience: 3 years
Avg account: $860,085
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Reynaldo L
CFP®, Series 63, Series 66
Henderson, NV
Fidelity
Reynaldo Lucero is well-suited to assist financial professionals in North Las Vegas with wealth management and active portfolio management, leveraging his 11 years of industry experience and CFP® certification. As a Branch Leader at Fidelity, a large firm, he brings leadership experience and a client-focused approach, distinguishing him from others by combining deep firm resources with personalized service.
Experience: 12 years
Avg account: $234,793
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Jeffrey P
CFP®, Series 63, Series 65
Las Vegas, NV
RBC Capital Markets
Jeffrey Potter brings 27 years of experience and CFP® certification, making him well-equipped to address the financial planning needs of professionals in North Las Vegas, especially those balancing complex compensation structures and career trajectories. His affiliation with RBC Capital Markets offers access to large-firm resources, flat-fee options, and expertise in tax-loss harvesting and concentrated stock management, distinguishing him from other advisors in the area.
Experience: 27 years
Avg account: $1,017,425
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