Top wealth management financial advisors in Staunton, VA

Michael Mc Cue is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and based in Staunton, VA. He has one year of industry experience and previously worked at Tiger Solar Company for several years before entering the financial advisory field. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Joshua Deaver is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Edward Jones. Outside of his advisory work, he owns NKD Towing, LLC, a towing business based in Fishersville, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by custodial partnerships with firms such as Pershing and Raymond James.

Lily Dawkins is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Before joining Edward Jones, she worked at James River Realty and Valley Law, PLC. Outside of her advisory role, she contributes to her family farm in Waynesboro, VA, as a fiber artist and farm hand. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Philip Swann Jr. is a financial advisor at Well-Planned Financial LLC in Staunton, VA, holding Series 65 and Series 63 licenses with nine years of industry experience. Before founding Well-Planned Financial in 2019, he worked at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, and he spent over three decades at Swann Construction, Inc. Well-Planned Financial serves individuals and high-net-worth clients with tailored investment management and financial planning services. The firm emphasizes passive management and Modern Portfolio Theory, using diversified model portfolios and low-cost funds, often managing assets on a non-discretionary basis while incorporating third-party managers and model providers.

Jennifer Williams is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior roles include positions at Commonwealth Financial Network, Hess Financial, and The Henderson Group. She holds Series 66 and Series 63 licenses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors to deliver customized recommendation reports and ongoing advice.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.