CFP®-certified financial advisors working with executives in Virgin Islands

Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.

Alyce Phinney is a Series 66-credentialed financial advisor with six years of industry experience, currently working at OSAIC Advisory Services, LLC. She has held roles at Triad Hybrid Solutions and Argent Bridge Advisors since 2019 and previously worked at Neiman Marcus for twelve years. Outside of her advisory work, she is involved in divorce education as a speaker and owns a pet-sitting business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, and nonprofits. The firm offers investment management, financial planning, and retirement consulting services through multiple program models, utilizing proprietary and third-party platforms.

Dylan Mc Garthwaite is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and various positions in corporate and legal settings. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, using a combination of strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its parent firm CliftonLarsonAllen LLP.

Andrew Themis is a financial advisor with HSBC SECURITIES (USA) Inc. in New York, NY. He holds a Series 66 designation and has 16 years of industry experience. His career includes roles at HSBC SECURITIES (USA) Inc. since 2014 and HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. provides managed account programs to various clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed accounts to fully discretionary options, utilizing a five-profile risk model and combining strategic and tactical asset-allocation advice supported by affiliated advisory and fund selection services.

Jerry Dempsey Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 30 years of industry experience, with prior roles including senior positions at Silverleaf Insurance Company and ownership in multiple financial services and technology firms. Outside of advisory work, he is involved in a family-owned truck parts and repair business where he serves as Vice President. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers tailored investment strategies through a network of independent financial professionals and supports multiple platform arrangements, combining proprietary and third-party model solutions.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.