Top financial advisors working with retirees in The Villages, FL

Darren Mc Quary is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history with Baum Financial Services and Scott Barnwell State Farm. Outside of his advisory role, he is also involved in insurance sales and tax preparation through Baum Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining managed model portfolios, discretionary asset management, and financial planning services.

Clay Palmer is the Senior Resident Director of The Villages Branch Office at Merrill Lynch and serves as a senior advisor for The Palmer Group. He has been with Merrill Lynch Wealth Management since 2008, focusing on portfolio construction, client reviews, and preparing retirement analyses for clients. Clay works with affluent families, individuals, and successful business owners in Central Florida, providing financial strategies and wealth management services. Before joining Merrill Lynch, Clay held various engineering and project management roles at Progress Energy, Florida. He holds a Bachelor's degree in Mechanical Engineering from Auburn University and earned a Master's degree in Business Administration from the University of Central Florida. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Clay resides in Lady Lake with his wife Jennifer and their children. His team focuses on understanding clients' financial lives in total, helping develop personalized financial and retirement income strategies, addressing estate planning needs, and advising on elder care, wealth preservation, and transfer strategies.

Alejandra Torres is currently a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop and maintain customized financial plans tailored to clients' short- and long-term goals. She emphasizes understanding clients' priorities and works closely to identify strategies aligned with their objectives. Alejandra focuses on building and maintaining strong relationships through ongoing plan reviews and consistent communication. Her professional experience includes roles as a Relationship Manager and Financial Services Representative at Fidelity Investments, as well as a Personal Banker at Wells Fargo Bank. These positions have provided her with a foundation in financial services and client relationship management. Outside of her professional work, Alejandra enjoys food, tennis, and traveling.

Cesar Armas Crespo is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021, and Charles Schwab Bank, SSB since 2023. Prior to his financial career, he held positions at Booking.com and several other companies. Outside of finance, he manages a business that designs and prints custom logos on sports clothing. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Jacob Wells is a financial advisor at Zenith Advisory Group, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial industry, he worked in professional football with the NFL and XFL for three years. Zenith Advisory Group provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on modern portfolio theory and tailors asset selection to client goals, risk tolerance, and time horizon.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.