Top annuities financial advisors in Texas City, TX

David Biddle is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones for 13 years before joining Cetera in 2025. Outside of his advisory role, he is a financial planner at Totus Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with over 10,000 advisors and roughly $256 billion in assets under management.

Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Steven Callaway is a financial advisor with Edward Jones in Texas City, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Chali Hachtel is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of her advisory role, she is a rental property owner. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Mitchell Morgan is a Series 66 licensed financial advisor with Wells Fargo Advisors in Texas City, TX, bringing two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Raymond James Financial and Raymond James Financial Services, Inc. He has also held roles outside the financial industry, including positions at the University of Houston and Gators Family Restaurant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.