Top tax-loss harvesting financial advisors in Sandpoint, ID

Robin Mcgeorge is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of Morgan Stanley since 2013. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Jamie Endicott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked with firms including Northwestern Mutual Investment Services and Wells Fargo, and currently serves as a retirement plan specialist at Anderson, Foe, Kent, Madsen & Associates, LLC. Outside of advisory roles, he is involved in selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Norman Ettinger is a financial advisor with Principal Financial Services in Sandpoint, ID, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been associated with Principal Securities Inc. since 1996 and Principal Life Insurance Co. since 1995. Outside of his advisory role, he is a co-owner of a real estate rental property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Lester is a financial advisor with Edward Jones in Sandpoint, Idaho, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Woodbridge, Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Kovalchuk is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. His prior roles include work at Encoder Products Company, Amazon, and Financial Solutions Group, where he serves as a retirement plan specialist. OSAIC serves a diverse client base, including individual and institutional investors, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts with access to third-party managers and unified managed accounts.

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.

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.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.