Top financial advisors in Virgin Islands
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.
Choosing the right financial advisor in the Virgin Islands means focusing on whether they can handle your specific financial needs. A common mistake is picking an advisor based on reputation alone and later finding out they don't provide the services you require.
- Match on the actual work. Ask what types of financial planning or investment management they regularly perform to ensure they align with your goals.
- Fee model fit. Understand if they charge a flat fee, a percentage of assets managed, or hourly rates, as this affects how they might prioritize your interests.
- Continuity risk. If the advisor works solo, inquire about their plan for your account if they retire or leave; if part of a larger firm, ask who else would be familiar with your situation.
- In-person vs. remote. Consider whether you prefer face-to-face meetings or are comfortable working with an advisor remotely, as this impacts communication and relationship building.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Philip H
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Philip Hammitt's extensive 32 years of experience and expertise in tax-loss harvesting, ESG investing, and wealth management equip him to address complex financial needs effectively. Operating within RBC Capital Markets, a large firm offering flat-fee options, he serves diverse clients including executives and business owners, providing tailored strategies that may differ from advisors in smaller or fee-only practices.
Experience: 32 years
Avg account: $1,017,425
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Alyce P
Series 66
Atlanta, GA
OSAIC Advisory Services, LLC
Alyce Phinney, based in Atlanta, offers expertise in annuities and operates within Osaic Advisory Services, a large firm managing over $12 billion in assets. She provides flexible fee options including flat fees up to $25,000 and negotiable asset-based fees, catering to a diverse client base. Her background includes roles at multiple advisory firms and a unique focus on divorce education, distinguishing her approach from others.
Experience: 6 years
Avg account: $508,486
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Dylan M
CFP®, Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Dylan Mc Garthwaite offers expertise in business exit strategies and succession planning, which suits clients needing specialized business-related financial advice. Operating from Minneapolis with CliftonLarsonAllen Wealth Advisors, he provides flat-fee services and integrates wealth, tax, estate, and insurance professionals, distinguishing him from others by offering coordinated, comprehensive planning beyond typical asset management.
Experience: 4 years
Avg account: $1,730,668
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Andrew T
Series 66
New York, NY
HSBC SECURITIES (USA) Inc.
Andrew Themis offers expertise in ESG and sustainable investing, passive and active portfolio management, and private investments, supported by 16 years of experience at HSBC SECURITIES (USA) Inc., a large firm with diverse managed account programs. His 1.50% AUM fee and access to multiple program types, including discretionary options, distinguish him from advisors with smaller firms or narrower service scopes.
Experience: 16 years
Avg account: $307,151
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Jerry D
Series 63, Series 65
Rome, GA
Cambridge Investment Research Advisors
Jerry Dempsey Jr. brings over 30 years of experience in retirement income strategy and business owner retirement plans, supported by Series 63 and 65 credentials. Operating within the large Cambridge Investment Research Advisors firm, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent fees and access to a broad network of independent professionals.
Experience: 30 years
Avg account: $378,281
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