Top financial advisors in Odessa, TX
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.
You might seek a financial advisor in Odessa, TX if you're navigating complex tax situations involving federal income, property, and sales taxes, or managing wealth impacted by local economic factors like oil and gas. A common pitfall is overlooking how Texas's lack of state income tax doesn't eliminate significant tax burdens from property and sales taxes.
- Tax context expertise. Confirm how they incorporate federal, property, and sales tax impacts into your financial plan, not just income tax.
- Local economic insight. Ask how they factor in regional industries like oil and gas when advising on investments or business finances.
- Multi-state considerations. If you have assets or income across states, check how they handle tax and regulatory differences beyond Texas.
- Long-term tax planning. Ensure they look beyond immediate tax savings to how your tax situation may evolve with property values and sales tax changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Karen M
ChFC®, Series 63, Series 65
Odessa, TX
Uniting Wealth Partners
Karen Mcintyre's extensive 44 years of experience and ChFC® designation equip her to navigate Odessa's complex tax landscape, including property and sales taxes, while considering local economic factors like oil and gas. Her flat-fee structure and focus on high-net-worth clients, combined with Uniting Wealth Partners' diversified, long-term investment approach, distinguish her from other advisors in the area.
Experience: 44 years
Avg account: $957,905
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Clayton D
Series 63, Series 65
Odessa, TX
Primerica Advisors
Clayton Dennis offers extensive experience in Odessa, TX, with over 34 years in the industry and expertise in tax-loss harvesting and income planning, which are crucial for managing complex tax situations involving federal, property, and sales taxes. Affiliated with Primerica Advisors, a large firm providing discretionary asset management through a wrap-fee structure, he serves both individual and high-net-worth clients, differentiating himself with a seasoned approach and curated investment models.
Experience: 34 years
Avg account: $228,117
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Teresa F
Series 63, Series 66
Odessa, TX
Edward Jones
Teresa Floyd's 25 years of experience and Series 63 and 66 licenses equip her to address complex financial needs in Odessa, including tax impacts from local industries like oil and gas. Affiliated with Edward Jones, a large full-service firm serving over four million clients, she offers a comprehensive advisory program with an AUM fee up to 1.35%, distinguishing her through extensive resources and seasoned expertise.
Experience: 25 years
Avg account: $246,728
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Lucy H
Series 66
Odessa, TX
Truist Advisory Services
Lucy Herrera in Odessa, TX, offers expertise in retirement income strategy and business owner retirement plans, supported by over 12 years at Truist Advisory Services, a large firm known for its technology-driven asset allocation and manager selection. Her 2.25% AUM fee and focus on active portfolio management distinguish her from others by combining personalized retirement planning with advanced investment consulting.
Experience: 0 years
Avg account: $560,278
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Sherry S
Series 63, Series 66
Odessa, TX
Raymond James Financial
Sherry Snodgrass in Odessa, TX, offers expertise in retirement and business succession planning, supported by eight years of industry experience and Series 63 and 66 licenses. Affiliated with Raymond James Financial, a large firm providing flat-fee planning and investment consulting, she serves diverse clients including business owners and retirees, emphasizing advisory services that aid client decision-making rather than discretionary management.
Experience: 9 years
Avg account: $700,796
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