Top financial advisors in Paragould, AR
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're approaching retirement or managing your Social Security benefits, you need an advisor who understands how to maximize your income while minimizing taxes. A common mistake is overlooking how state tax rules affect your Social Security income, which can impact your overall retirement cash flow.
- Social Security tax knowledge. Confirm the advisor knows that Social Security income is exempt from state income tax in Arkansas and how that influences your retirement planning.
- Income sequencing strategy. Ask how they plan withdrawals from different accounts to optimize tax efficiency and sustain your income.
- Retirement cash flow modeling. Look for advisors who build detailed projections that include Social Security, pensions, and other income sources to avoid surprises.
- Experience with local regulations. Ensure they understand Arkansas-specific rules that affect retirement income and benefits.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy B
Series 63, Series 66
Paragould, AR
Dickinson Barnum Investment Management, LLC
Timothy Barnum's 24 years of experience and Series 63 and 66 licenses equip him to navigate Arkansas-specific retirement income rules, including Social Security tax exemptions. His firm offers discretionary portfolio management with a value-biased investment approach, serving individuals and high-net-worth clients with customized portfolios and a 1.50% AUM fee, distinguishing him from other local advisors.
Experience: 24 years
Avg account: $216,447
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Bunny L
Series 63, Series 65
Paragould, AR
Morgan Stanley
Bunny Lee's 42 years of experience at Morgan Stanley in Paragould, AR, equip him to navigate retirement income planning with an understanding of Social Security tax exemptions in Arkansas. His affiliation with a large firm managing $2.74 trillion in assets offers access to structured financial planning and resources that may differ from smaller local advisors.
Experience: 42 years
Avg account: $670,481
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William D
Series 63, Series 65
Paragould, AR
Momentum Independent Network Inc.
William Dickey's extensive 44 years of experience and expertise in retirement income strategy and tax-loss harvesting make him well-equipped to navigate Arkansas's Social Security tax exemptions and optimize retirement cash flow. His firm offers a flat-fee structure alongside asset-based fees, serving a diverse client base including high-net-worth and institutional clients, which may provide broader resources compared to other local advisors.
Experience: 45 years
Avg account: $553,086
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William H
Series 66
Paragould, AR
Edward Jones
William Holmes, based in Paragould, AR, brings 10 years of experience and a Series 66 designation, working with Edward Jones, a large full-service wealth management firm. His expertise includes wealth management and tax-loss harvesting, supported by a broad network and a structured fee of up to 1.35% annually, which may offer comprehensive retirement income planning with local tax considerations.
Experience: 10 years
Avg account: $246,728
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Olivea J
Series 65
Paragould, AR
AAN Wealth Advisors LLC
Olivea Jett, based in Paragould, AR, offers financial planning with a focus on business sale and succession tax planning, which can complement retirement income strategies by addressing tax implications. Her firm, AAN Wealth Advisors LLC, provides investment management through subadvisors and uses risk tolerance questionnaires and Investment Policy Statements, offering a structured approach that includes flat-fee and negotiable hourly options, distinguishing her from others with more traditional fee models.
Experience: 2 years
Avg account: $567,686
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