Top financial advisors working with divorced clients in Sylacauga, AL

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.

Divorce often brings complex financial changes, like dividing assets and adjusting to new income levels. Without careful planning, you might overlook tax impacts or miss opportunities to protect your financial future.

  • Asset division insight. Look for advisors who understand how to fairly split property and investments while minimizing tax consequences.
  • Cash flow adjustment. Confirm they help you create a realistic budget that reflects your new financial situation post-divorce.
  • Retirement planning focus. Ask how they incorporate changes in retirement accounts and benefits into your long-term goals.
  • Legal coordination. Effective advisors work alongside your attorney to align financial plans with divorce agreements.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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James C

Series 66

Columbiana, AL

Cetera

James Carr is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His career includes roles at Regions Bank, Mass Mutual Investors Services, E*TRADE Securities, and Edward Jones. He is based in Columbiana, Alabama. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services with various program options and access to multiple managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael A

Series 63, Series 66

Sylacauga, AL

RBC Rochdale, LLC

Michael Adair is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been affiliated with CNR Securities, LLC and Rochdale Investment Management since 2012. Outside of his advisory role, he serves as a board member for the University of Alabama Culverhouse School of Business and the Isabel Anderson Comer Museum & Arts Center, and he is involved with local community and utility boards in Sylacauga, Alabama. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and public entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs a multi-strategy investment process that integrates quantitative and fundamental analysis through proprietary tools to align portfolios with client objectives.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive

Jesse G

Series 66

Sylacauga, AL

Edward Jones

Jesse Gum is a financial advisor with Edward Jones in Sylacauga, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Edward G

Series 63, Series 66

Wilsonville, AL

Equitable Advisors

Edward Goodson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2020 and at LPL Financial from 2020 to 2025. Outside of his advisory role, he serves as co-trustee of a family living trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Isaiah H

Series 63, Series 65

Sterrett, AL

Empower Advisory Group

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kayla S

Series 65, Series 63

Warwick, RI

Mass Mutual Investors Services

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John B

Series 65

Plano, TX

Savant Wealth Management

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced

James O

Series 66

Honolulu, HI

Edward Jones

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Divorced Intergenerational Families

Angela L

Series 66

Dearborn, MI

Merrill

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. She focuses on serving multi-generational, high net worth families and business owners, helping clients pursue personal goals such as college education planning, retirement strategy, legacy planning, and wealth management. Angela has over 16 years of experience in the financial services industry, having joined Merrill in 2007. She follows a disciplined process that involves understanding each client's specific needs and priorities, emphasizing open communication and family engagement in financial decision-making. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 and the Personal Investment Advisor (PIA) credential. She has an Associates in Business from Henry Ford College. Outside of her professional role, Angela is active in her community and volunteers with several organizations including the Dearborn Rotary Club and In Place of War, a global organization that uses creativity to foster positive change in conflict-affected areas. Her personal interests include cooking, genealogy, music, and photography.

General retirement planning Business ownership considerations General estate planning guidance Charitable giving & philanthropy Planning for children with special needs Founder/Business Owner Executive Approaching retirement Divorced Women Professionals LGBTQIA Young Families
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Cynthia M

CFP®, Series 65

Orland Park, IL

Contour Financial

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

General retirement planning Income planning General tax planning Cash flow / budgeting Founder/Business Owner Executive Doctor or Medical Professional Young Professionals Divorced

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