Top divorce financial planning financial advisors in Pahrump, NV

Sariguli Tuersun is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services. Her background includes experience outside finance at Woman To Woman Gynecology. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaylee Wallentine is a financial advisor at Actuarial Direct LLC with a Series 65 designation and three years of industry experience. She previously worked at the Institute of Applied Actuarial Science and Actuarial Management Corporation. Actuarial Direct LLC provides discretionary portfolio management primarily using ETFs for individual and institutional clients. The firm employs quantitative techniques such as mean-variance optimization and the Black–Litterman model, managing all assets in-house and conducting weekly account reviews.

Teresa Mattson is a financial advisor at Interactive Financial Advisors with a Series 65 designation. She has five years of experience at Ernham LLC and has prior work experience in aviation fuel systems repair and healthcare. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Jeffrey Dye is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Amica Insurance Company from 2017 to 2020 and held roles at Laquinta Inn and Suites and Hallmark Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Nelson is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at firms including M Stevens Wealth Advisors, Chalice Capital Partners, and Waddell & Reed. Nelson also owns a business called On Target Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.