Independent financial advisors in Paragould, AR

Timothy Barnum is a financial advisor with Dickinson Barnum Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 15 years at Purshe Kaplan Sterling Investments and Dickinson Barnum Investment Management. Outside of his advisory role, he is a board member of the Kiwanis Club of Paragould, Arkansas, and is involved in a speculative homebuilding business. Dickinson Barnum Investment Management, LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, personal trusts, and estates. The firm manages approximately $60 million and employs a value-biased investment approach with customized portfolios that include equities, fixed income, mutual funds, and ETFs.

Bunny Lee is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following a tenure with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning through a structured process and manages approximately $2.74 trillion in client assets.

William Dickey is a financial advisor with Momentum Independent Network Inc. and holds Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at Sws Financial Services since 2009. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services including managed accounts, financial planning, and retirement plan consulting. The firm utilizes third-party managers and Envestnet for investment advice and account management, integrating with Hilltop affiliates for municipal bond strategies and cash management solutions.

William Holmes is a financial advisor with Edward Jones in Paragould, Arkansas, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is associated with the Paragould Golf and Community Club, a private country club in his local area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Olivea Jett is a financial advisor with AAN Wealth Advisors LLC, holding a Series 65 credential and having two years of industry experience. She has worked at Stidham Financial Services and is involved with Bail Bond Financing, Inc. Ms. Jett holds insurance licenses in Life & Health and Property & Casualty, dedicating a significant portion of her time to insurance-related activities. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide model portfolio recommendations and collaborates with an external subadvisor to manage and rebalance client portfolios.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.