Top advisors in Texas
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.
You might need a financial advisor in Texas when you're navigating complex local tax rules or planning for major life changes like retirement or selling a business. Without expertise in Texas-specific financial landscapes, you risk missing opportunities or facing unexpected tax consequences.
- Texas tax knowledge. Confirm how they handle state income and property taxes, which can differ significantly from other states.
- Retirement planning nuances. Ask how they incorporate Texas retirement benefits and cost-of-living factors into your plan.
- Investment strategy alignment. Ensure their approach fits your financial goals within Texas's economic environment.
- Experience with local regulations. Check their familiarity with Texas laws affecting estate planning and business ownership.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park's expertise in tax-loss harvesting and active portfolio management equips him to address complex financial needs, including those related to tax strategies and investment alignment. Operating within Merrill, a large firm with diverse client services and access to Bank of America's resources, he supports a broad range of clients including executives and business owners, offering managed strategies with a 1.10% AUM fee under $2 million, which may differ from smaller or independent advisors.
Experience: 7 years
Avg account: $860,085
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Scott M
Series 63, Series 65
New York, NY
Morgan Stanley
Scott Mahoney's extensive 34 years of experience and Series 63 and 65 credentials equip him to address complex financial planning needs, including general estate planning guidance. Affiliated with Morgan Stanley, a large firm offering diverse advisory programs and structured planning tools, he provides access to broad investment resources, which may benefit clients seeking comprehensive support beyond Texas-specific expertise.
Experience: 34 years
Avg account: $670,481
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Elizabeth B
Series 66
Chicago, IL
J.P. Morgan Securities
Elizabeth Brown's extensive 26 years of experience and Series 66 license equip her to manage complex wealth management needs, which can be crucial for navigating Texas's unique financial landscape. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized investment solutions, she offers a 0.30% annual AUM fee structure, distinguishing her from advisors focused solely on local markets or smaller firms.
Experience: 26 years
Avg account: $318,381
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Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool's 14 years of experience and Series 63 and 66 licenses position him to navigate Texas-specific financial challenges, including retirement planning and local tax considerations. Affiliated with Wells Fargo Clearing, a large firm offering flat-fee structures and serving high-net-worth clients, he brings expertise in retirement plan consulting and a modern portfolio theory approach, distinguishing him from advisors with smaller firm backgrounds or different fee models.
Experience: 14 years
Avg account: $475,575
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Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement or Baby Boomers seeking tailored retirement planning. With 16 years of experience at Equitable Advisors, a large firm serving high-net-worth individuals, he offers a range of fee structures including AUM and hourly fees, and supports clients through both advisory and brokerage channels, providing flexible implementation options.
Experience: 16 years
Avg account: $570,841
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