Large-firm financial advisors in Vidalia, GA

William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Kathy Keadle is a Series 66 licensed financial advisor with Independent Financial Group, LLC, where she has worked since 2015. She has 21 years of industry experience and is also the owner of Keystone Financial Services, a firm providing investment and consulting services since 2005. Additionally, she leads the Keystone Foundation for Financial Education, a nonprofit offering free financial workshops. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.

Bradford Owens is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, previously spending four years with Voya Financial Advisors. Outside of his advisory role, Owens is a silent partner in a trucking and package delivery business serving FedEx distribution centers in Valdosta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Charles Jordan III is a financial advisor with Primerica Advisors based in Vidalia, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Co for over two decades. Outside of his advisory role, he serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC serves a diverse retail client base with services ranging from brokerage to fee-based advisory and financial planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts across multiple asset classes.

Jeffry Palmer is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Concourse Financial Group Securities Inc. Palmer owns and operates Palmer & Associates, providing insurance product sales including annuities and life settlements, and also owns a landscaping business, Gum Branch Nursery & Landscape. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm provides access to multiple portfolio management options and third-party money managers across various program platforms.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.