Top financial advisors in Sherman, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're navigating financial decisions in Sherman, TX, you likely face unique tax considerations beyond just income tax, such as property and sales taxes. Overlooking these can lead to unexpected expenses that disrupt your financial plans.
- Federal and local tax balance. Ask how they integrate federal tax strategies with Texas-specific property and sales tax impacts.
- Experience with Texas property tax. Confirm their approach to modeling property tax liabilities, which can be a significant cost.
- Multi-state planning insight. Since many advisors serve clients across states, check how they handle tax and financial planning for clients with ties beyond Texas.
- Tailored fit for your profile. Whether you're a business owner, retiree, or investor, see how they align their advice with your specific financial situation in Texas.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thomas K
Series 65, Series 66
Sherman, TX
Mass Mutual Investors Services
Thomas Kyle's 22 years of experience and Series 65 and 66 credentials equip him to address complex financial needs in Sherman, TX, including multi-generational wealth transfer and cash flow management. Affiliated with Mass Mutual Investors Services, a large firm offering structured planning for diverse clients, he brings a seasoned approach that benefits business owners and families navigating Texas-specific tax considerations.
Experience: 22 years
Avg account: $249,379
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Paula J
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Paula Judkins offers expertise in tax-loss harvesting and retirement plans for business owners, which is valuable for managing the unique tax landscape in Sherman, TX, including property and sales taxes. With 23 years of experience at a large firm, she provides flat-fee financial planning and active portfolio management, catering well to executives and founders seeking tailored wealth management solutions.
Experience: 24 years
Avg account: $553,528
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Stacee C
Series 66
Sherman, TX
J.P. Morgan Securities
Stacee Caskey's experience at J.P. Morgan Securities equips her to address complex wealth management needs in Sherman, TX, including integrating federal and local tax strategies relevant to Texas property and sales taxes. Her background with large institutional advisory operations and a 0.30% annual AUM fee structure distinguishes her from others by offering access to comprehensive asset allocation and investment management services tailored for executives and business owners.
Experience: 6 years
Avg account: $318,381
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Gabriella A
Series 63, Series 65
Sherman, TX
LPL Financial
Gabriella Aguilar offers expertise in wealth management and retirement plans tailored for business owners, making her well-suited for clients in Sherman, TX facing complex tax scenarios including property and sales taxes. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, serving a diverse clientele including high-net-worth households, which may offer broader resources compared to smaller local advisors.
Experience: 6 years
Avg account: $399,489
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Tiffany F
ChFC®, Series 63
Sherman, TX
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Tiffany Fisher's 26 years of experience and ChFC® designation equip her to address complex financial needs in Sherman, TX, including retirement income strategy and Social Security optimization. Operating within a large firm, she offers flat-fee and negotiated advisory services, catering to established professionals and business owners, which distinguishes her approach from others in the area.
Experience: 26 years
Avg account: $410,135
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