Top life insurance needs analysis financial advisors in Raleigh, NC

Jacqueline Williams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Raleigh, NC, holding Series 66 and Series 63 licenses. She has 12 years of industry experience, including prior roles at Fidelity Investments and First Citizens. Williams has been with Fifth Third Securities and FIFTH THIRD BANK since 2019. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and sponsors the Passageway Managed Account Program, which features strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Renan Guillou is a financial advisor with Secure Wealth, Inc. in Raleigh, NC, holding a Series 65 designation and nine years of industry experience. He has worked with Secure Wealth since 2019 and has prior experience at Wealth Watch Advisors and First American National Investment Advisors. Outside of advisory work, he operates as a sole proprietor insurance agent and owns Rise Financial, Inc. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios with an investment approach that emphasizes downside protection through diversified, analytic-driven implementation.

Matthew Horne is a financial advisor with Credit Union Investment Services in Raleigh, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. He has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2014. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives as salaried employees of the parent credit union.

Michael York is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been with Independent Advisor Alliance since 2015, concurrently serving with LPL Financial since 2012. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary portfolio management and utilizes a network model that integrates technology platforms and access to third-party managers.

Joel Anderson is a financial advisor at Evergreen Wealth Advisors in Raleigh, NC, with eight years of industry experience. He holds a Series 66 designation and previously worked at Values Added Financial, Ameriprise Financial Services, Wells Fargo Clearing, and served eight years in the United States Navy. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm utilizes a Modern Portfolio Theory framework with tax-optimization techniques and incorporates proprietary software and AI tools for portfolio monitoring and advice delivery.

Aden Partee is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Foundations Investment Advisors LLC and Alloy Investment Management, having previously worked at JEHM Wealth & Retirement, LPL Financial, and other positions. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through a large network of investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support using a range of investment products and third-party sub-advisers.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.