Top planning for children with special needs financial advisors 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 have a child with special needs, planning for their financial future is crucial to ensure ongoing care and support. Without careful planning, you might overlook important benefits or protections that can affect your child's quality of life.

  • Government benefits knowledge. Confirm how the advisor navigates programs like Supplemental Security Income (SSI) and Medicaid, which have strict income and asset limits.
  • Special needs trusts. Ask about setting up trusts that protect your child's eligibility for public benefits while providing financial resources.
  • Long-term care planning. Ensure the advisor considers future housing, healthcare, and support services tailored to your child's needs.
  • Coordination with legal professionals. Effective planning often requires working with attorneys familiar with disability law; check how the advisor collaborates with them.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Erin S

Series 66

Sheridan, AR

Schorn Wealth

Erin Semelka is a financial advisor at Schorn Wealth with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Fiduciary Planning and Clockwise Capital LLC, as well as TD Ameritrade. Schorn Wealth serves individual and high-net-worth clients, along with trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management through proprietary portfolio models that utilize both fundamental and technical analysis.

Wealth management Income planning
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Timothy W

Series 63, Series 65

Pine Bluff, AR

Primerica Advisors

Timothy White is a financial advisor with Primerica Advisors in Pine Bluff, AR, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes service at the Saline County Sheriff's Office and nearly 26 years with the City of Little Rock. He also engages in sales of investment and loan products, as well as home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports accounts with custody and trade execution through Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Raymond H

Series 66

Stuttgart, AR

Hickman Financial, LLC

Raymond Hickman is a financial advisor at Hickman Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has operated his independent firm since 2013. In addition to advisory services, he is also engaged in health and life insurance sales. Hickman Financial, LLC provides portfolio management to individual clients and consulting services to pension and employee benefit plans, including 401(k) arrangements. The firm serves a small client base and employs fundamental analysis to construct diversified model portfolios, using a mix of mutual funds, ETFs, and other securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing
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Stanley M

Series 63, Series 66

Pine Bluff, AR

LPL Financial

Stanley Mcnulty is a financial advisor with LPL Financial based in Pine Bluff, AR, holding Series 63 and Series 66 designations and 26 years of industry experience. His career includes roles at Simmons Bank, Simmons First Investment Group, Raymond James Financial, and Edward Jones. 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 through a large network of advisors utilizing diverse investment strategies and technology tools, alongside non-advisory financial products and extensive partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Charles F

Series 66

Pine Bluff, AR

Edward Jones

Charles Frazier is a financial advisor with Edward Jones in Pine Bluff, Arkansas, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Mr. Frazier serves as a board member for the Watson Chapel School Board in Pine Bluff. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amanda Q

Series 66

Richmond, VA

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Rudenca B

Series 66

Livingston, NJ

Merrill

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Planning for children with special needs Women Professionals Women's Finance

Matthew S

CFP®, ChFC®, Series 63, Series 66

Baytown, TX

Edward Jones

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Divorce financial planning Retirement income strategy General estate planning guidance Planning for children with special needs Wealth management Retired Founder/Business Owner Executive
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Lanis W

Series 66

Laguna Niguel, CA

G. A. Repple & Company

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

Planning for children with special needs Divorce financial planning General retirement planning
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Evan H

CFP®, CFA®, Series 63, Series 65

Los Altos, CA

Mok Capital Management

Evan Hirano is a CFP® and CFA® with 10 years of experience in the financial industry. He has worked at Mok Capital Management since 2015 and at Purshe Kaplan Sterling Investments since 2017. Mok Capital Management provides investment advisory and financial planning services to individuals, living trusts, charities, foundations, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical analysis, managing portfolios that may include individual stocks, bonds, ETFs, and limited options strategies.

Planning for children with special needs Elder care planning General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies
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