Top financial advisors working with executives in Port Townsend, WA

William Beezley is the sole advisor at Olympic Financial Advisors, LLC in Port Townsend, Washington. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to founding his firm, he worked nine years with East Jefferson Fire Rescue. Olympic Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, foundations, nonprofits, and business entities. The firm employs a passive, asset-allocation focused approach combined with fundamental analysis, emphasizing long-term allocation, tax efficiency, and limited trading.

Kathleen Schott is a financial advisor with Edward Jones in Port Townsend, WA. She holds a Series 66 designation and has 15 years of experience with Edward Jones, where she has worked since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fred Farris is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing one year of industry experience. He previously worked at Stifel Independent Advisors, LLC for four years and has additional experience dating back to 2015. Outside of his advisory role, he is a licensed Notary Public in the State of Washington. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Stephanie Gale is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is affiliated with Commonwealth Financial Network and Gale Investment Management, where she serves as Proprietor and President. Her career includes long-term roles at Commonwealth Financial Network since 2005 and managing her own investment advisory firm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Keith Buchanan is a financial advisor with LPL Financial in Port Townsend, Washington, holding a Series 63 designation and 39 years of industry experience. He has operated the Keith Buchanan Insurance Agency since 1995 and has been with LPL Financial since 1992. Outside of his advisory work, he is co-owner of Cleo & Grey, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.