Top financial advisors in St. Simons, GA
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.
You might seek a financial advisor in St. Simons, GA, if you're planning for retirement and want to understand how local tax rules affect your income. A common mistake is overlooking state-specific retirement income exclusions, which can lead to paying more taxes than necessary.
- Local tax knowledge. Confirm the advisor understands Georgia's retirement income exclusions and how they apply to your situation.
- Income sequencing. Ask how they plan withdrawals to minimize taxes over your retirement years.
- Social Security strategy. Discuss timing benefits and tax impacts specific to your retirement income mix.
- Investment alignment. Ensure your portfolio supports your retirement income goals while considering tax efficiency.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christian M
Series 63, Series 66
St Simons Island, GA
Morgan Stanley
Christian Mahany's experience with Morgan Stanley in St. Simons Island equips him to address retirement planning with an understanding of local tax implications, supported by his Series 63 and 66 licenses. His background at J.P. Morgan and the resources of a large firm provide structured financial planning and advisory programs, distinguishing him from advisors at smaller firms or with less institutional support.
Experience: 3 years
Avg account: $670,481
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David W
Series 66
St. Simons Island, GA
STIFEL
David Wilkins Jr. offers 24 years of experience in general retirement and income planning, making him well-equipped to navigate Georgia's retirement income exclusions and tax strategies. Affiliated with Stifel, a large firm known for its proprietary investment methodology, he serves a diverse client base including individuals and institutions, providing a broad perspective compared to smaller local advisors.
Experience: 25 years
Avg account: $773,556
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Logan S
Series 65, Series 63
St. Simons Island, GA
NEwEdge Advisors
Logan Smith in St. Simons Island, GA, specializes in retirement plans for business owners and offers flat-fee financial planning up to $200,000, which can help manage retirement income tax strategies effectively. His firm, NewEdge Advisors, serves a broad client base with discretionary portfolio management and integrates asset management with financial planning, distinguishing him from advisors focused solely on individual clients or traditional fee structures.
Experience: 9 years
Avg account: $813,531
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Patrick B
Series 66
St. Simons Island, GA
Concurrent Investment Advisors, LLC
Patrick Bindel offers expertise in wealth management and retirement plans for business owners, making him well-suited for navigating St. Simons' local tax rules affecting retirement income. His firm, Concurrent Investment Advisors, manages nearly $10 billion with a long-term, diversified investment approach, and provides flexible fee structures including flat fees and project-based planning, distinguishing him from advisors with more traditional fee models.
Experience: 9 years
Avg account: $1,183,802
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Teresa J
Series 66
Saint Simons Island, GA
Truist Advisory Services
Teresa Johnson's 18 years of experience and Series 66 designation equip her to navigate Georgia's retirement income exclusions and tax-efficient withdrawal strategies effectively. Affiliated with Truist Advisory Services, a large firm offering diverse investment solutions and serving various client types, she provides active portfolio management and retirement income strategies with a 2.25% AUM fee, distinguishing her from advisors with smaller firm resources or narrower service scopes.
Experience: 18 years
Avg account: $560,278
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