Top annuities financial advisors in Tifton, GA

Ivan Hilliard is a financial advisor with MassMutual Investors Services in Tifton, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at MassMutual Life Insurance Co and MassMutual Investors Services since 2003. Outside of his advisory role, he serves as chairman of the board for St. Anne’s Episcopal Church Foundation and is the sergeant at arms for the Rotary Club of Tifton, GA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Harold Harper is the principal of Harper Financial Group in Tifton, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passively managed index funds and ETFs alongside selectively chosen actively managed funds, and manages approximately $4.8 million in discretionary assets.

Sheila Mcelhinney is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, she spent 22 years at Gill Insurance Agency, Inc. Outside of her advisory role, she owns Bella Casa Designs, an interior design business based in Allen, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data to offer brokerage and advisory solutions.

James Joiner is a financial advisor at Edward Jones in Tifton, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked briefly at CH Robinson and has experience with the United States Soccer Federation and various Georgia-based organizations. Outside of his advisory role, he assists with land management activities at Thornton Farms L.P., a tree farm and conservation enterprise. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Brandon Selph is a financial advisor with Eagle Strategies (New York Life) based in Tifton, Georgia. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at Selph Financial Group, Selph And Associates LLC, and New York Life Insurance Company. He operates Selph Financial Group, brokering non-registered insurance products in addition to his advisory work. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.