Top financial advisors working with financial professionals in Pine Bluff, 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 work in finance yourself, you know your income and benefits can be complex and tied to your career moves. Without an advisor familiar with financial professionals, you might miss opportunities to optimize your compensation and plan for retirement effectively.
- Industry-specific income understanding. Look for advisors who grasp how bonuses, commissions, and deferred compensation affect your cash flow and tax situation.
- Retirement planning nuances. Confirm they consider your unique Social Security benefits, which in Arkansas are exempt from state income tax, when crafting your retirement income strategy.
- Career transition support. Ask how they help manage financial changes during job moves, licensing changes, or shifts in your professional role.
- Regulatory awareness. Ensure they stay current on financial industry rules that impact your investments and benefits.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard W
CFP®, Series 65, Series 63
Monticello, AR
Ashton Thomas Private Wealth
Richard Westhelle's 16 years of experience and CFP® certification equip him to address the complex income and retirement planning needs of financial professionals in Arkansas, including understanding tax-exempt Social Security benefits. His background at Goldman Sachs and current role at Ashton Thomas Private Wealth, which offers discretionary portfolio management and family office services, distinguishes him with a broad service range and flat-fee options.
Experience: 16 years
Avg account: $1,841,971
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Anthony T
Series 63, Series 66
Little Rock, AR
Fidelity
Anthony Tillman specializes in serving financial professionals, leveraging 11 years of industry experience and credentials like Series 63 and 66 to navigate complex compensation and retirement planning. Based in Little Rock and affiliated with Fidelity, a large firm, he offers expertise in charitable giving and active portfolio management, distinguishing him from advisors focused solely on standard financial planning.
Experience: 11 years
Avg account: $234,793
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Douglas J
Series 63, Series 65
Little Rock, AR
Merrill
Douglas Jackson Jr. is well-equipped to assist financial professionals in Pine Bluff, AR, with over 32 years of experience and specialties in retirement income strategy and income planning. As a seasoned advisor at Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and collaborates closely with clients' other advisors, providing a comprehensive approach that distinguishes him from others.
Experience: 33 years
Avg account: $860,085
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