Top 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.
You might seek a financial advisor in the Virgin Islands when you're navigating local tax rules or planning for retirement in a unique island economy. Without expertise in this region, advisors can overlook important local regulations or cost-of-living factors that affect your financial plan.
- Local tax knowledge. Confirm how they handle Virgin Islands tax codes and any U.S. federal tax interactions relevant to your situation.
- Retirement planning nuances. Ask how they incorporate island-specific retirement benefits and expenses into your long-term strategy.
- Investment options. Inquire about their familiarity with investment vehicles that perform well in the Virgin Islands' market environment.
- Fee structure clarity. Since many advisors here offer flat fees, understand how their pricing aligns with the services you need.
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 and wealth management equip him to address complex financial needs, including those related to retirement planning and investment strategies. Operating within RBC Capital Markets, a large firm offering tailored advisory programs and occasional flat-fee options, he serves diverse clients such as executives and business owners, providing seasoned guidance that may differ from smaller or less specialized advisors.
Experience: 32 years
Avg account: $1,017,425
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Alyce P
Series 66
Atlanta, GA
Osaic Advisory Services, LLC
Alyce Phinney's experience with annuities and flat-fee financial planning services positions her to address retirement planning needs relevant to the Virgin Islands' unique economic environment. Working at Osaic Advisory Services, a large SEC-registered firm managing over $12 billion in assets, she offers negotiable fees and serves a diverse client base, which may provide broader investment options compared to smaller local advisors.
Experience: 5 years
Avg account: $508,486
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Dylan M
CFP®, Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Dylan Mc Garthwaite offers financial planning with flat-fee options and specializes in business exit strategies and college savings, which can be valuable for clients managing complex financial needs in the Virgin Islands. His firm, CliftonLarsonAllen Wealth Advisors, LLC, supports diverse clients with integrated wealth, tax, estate, and insurance services, providing a coordinated approach that may differ from advisors focusing solely on local tax or retirement planning.
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 active portfolio management and sustainable investing, which can support financial planning in the Virgin Islands' unique market environment. Based in New York with 16 years of experience at HSBC Securities, he operates within a large firm that provides diverse managed account programs and a structured risk model, charging a 1.50% AUM fee, distinguishing him from advisors with flat fee structures or smaller firm settings.
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 and specializes in retirement income strategies and plans for business owners, which can be valuable for navigating retirement planning in unique economies like the Virgin Islands. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee financial planning and consulting, he combines seasoned expertise with flexible fee structures, distinguishing him from advisors with different firm sizes or fee models.
Experience: 30 years
Avg account: $378,281
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