Top college savings (529s, UTMA, etc.) financial advisors in San Angelo, TX

Christopher Ward is a financial advisor with Raymond James Financial in San Angelo, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James Financial and its affiliates since 2006 and also serves as a financial advisor at The Bank & Trust. Additionally, he is involved with Westex Investment Services in a non-investment role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports a broad network of advisors and affiliated firms.

Connor Dierschke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Hund, Krier, Wilkerson & Wright P.C. and held positions at Texas Tech University and Wall ISD. He is also co-owner of a family business, WD Family LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Ruth Wilde is a financial advisor with UBS Financial Services in San Angelo, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 1993. Outside of her advisory role, she is the incoming president of the Kiwanis Club in San Angelo, focusing on fundraising efforts to benefit organizations supporting children. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including underwriting and capital markets operations.

Barry Jackson is a financial advisor with Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in a family-owned laundry and dry cleaning business operated by his wife. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Scott Stephens is a CFP® professional with 26 years of experience in the financial industry. He currently works at Kingsview Wealth Management, LLC and has previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in ranching and farming operations in Texas and serves on the board of the Grape Creek Independent School District. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, trusts, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management through a combination of in-house portfolio management and third-party strategies, including discretionary and non-discretionary advisory services.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.