Top divorce financial planning financial advisors in Reading, PA

Terry Morris is a financial advisor with Dakota Wealth, LLC and holds five years of industry experience. Prior to joining Dakota Wealth, he worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. He is dually registered with both Dakota Wealth and Lindenwold Advisors on a temporary basis. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and retirement plans, offering services such as wealth management, investment management, financial planning, and retirement plan advisory. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and maintains active roles in private funds and ETF sub-advisory.

Anthony Kidron is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and The Vanguard Group. Outside of his advisory role, Kidron has an entrepreneurial venture under the DBA Surgeons Capital Management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Michael Rowley is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He has held positions at The Colony Group, LLC and Buckingham Asset Management, LLC and has a long-standing association with Herbein and Company, Inc. Outside of advisory work, he is a partner in 2763 Century Blvd., LLC, a commercial rental property company. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a wide range of wealth management and advisory services.

Tyler Reppert is a financial advisor with Cambridge Investment Research Advisors in Reading, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge and its affiliates since 2013 and previously worked at Stifel Nicolaus & Co. Inc. He is also the owner of TZ Collectibles, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent Financial Professionals. The firm offers a range of investment implementation options, proprietary and third-party strategies, and institutional features such as advisor transition support and compliance controls.

Jess Yourkavitch is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Riverview Bank. His current tenure at LPL Financial began in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by extensive research and model portfolios.

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.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.