Top advisors focused on henry (high earners, not rich yet) 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-licensed financial advisor with five years of industry experience. She is currently with Osaic Advisory Services, LLC and has held roles at Triad Hybrid Solutions, Argent Bridge Advisors, and Triad Advisors. Outside of her advisory work, she is involved in divorce education as a speaker and hosts workshops on the subject, and she also owns a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutions, offering a range of managed account programs, financial planning, and consulting services through a representative-driven advisory model.

Dylan Mc Garthwaite is a CFP® with three 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 several firms across legal and industrial sectors. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, and institutions. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

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, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Silverleaf Insurance Company and leadership positions at Dempsey Financial Services, Inc. and related entities. Outside of advisory work, he serves as Vice President at Rome Truck Parts & Repair, Inc., a business he has been involved with since 1989. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. Prior to joining Cetera in 2025, he spent over two decades with Avantax Advisory Services and related entities. Outside of his advisory role, Martin is the owner and sole proprietor of Martin & Pellegrin, CPAs, where he provides tax preparation and accounting services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.