Top tax-loss harvesting financial advisors in Sweetwater, TX

Mark Garcia is a financial advisor with Mutual Advisors, LLC, holding a Series 65 license and eight years of industry experience. He has worked at Mutual Advisors since 2018 and has prior experience with Republic Services and Smart Move, LLC. Garcia serves as the president of the Sweetwater Independent School District Board, where he is involved in budget approval and superintendent management. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm provides both discretionary and non-discretionary advisory services using a combination of active and passive strategies, supported by multiple analytical approaches and third-party tools, and manages significant institutional assets including sovereign wealth fund clients.

Russell Riggan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He worked at Edward Jones for 18 years before joining Raymond James in 2021. Outside of advising, Riggan owns and operates several businesses, including a fitness and event property management company and a ranch with cattle and exotic animals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with services that include wrap-fee programs and municipal advisory capabilities.

James Sanderson is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He previously worked at Avantax Advisory Services, 1st Global Advisors, and Armstrong, Backus & Co., where he is a managing partner. Outside of his advisory work, Sanderson serves as vice president on the board of the Blackwell Consolidated Education Foundation and participates in several local nonprofit and business boards. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and serves a diverse clientele, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, providing access to affiliated and third-party managers across multiple program structures.

Benjamin Murphy is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He holds the PFS™ and Series 66 credentials. His prior experience includes roles at Purshe Kaplan Sterling Investments and Global Wealth Advisors. Outside of his advisory work, he is a co-owner and manager of finance for Murphy Brothers Cattle Company, a family-owned cattle ranch. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and committee.

Jason Blake is a financial advisor with Edward Jones based in Sweetwater, TX. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, all with Edward Jones. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.