Top financial advisors working with retirees in Warner Robins, GA

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.

When you’ve retired or are planning to retire soon, managing your income to last through your retirement years is crucial. A common mistake is not accounting for how retirement income exclusions can reduce your tax burden, which can leave you paying more than necessary.

  • Income tax planning. Confirm how the advisor incorporates state-specific retirement income exclusions to minimize your taxes.
  • Withdrawal sequencing. Ask how they prioritize which accounts to draw from first to sustain your income over time.
  • Social Security strategy. Understand their approach to timing your benefits to maximize your lifetime income.
  • Longevity risk management. Check how they plan for the possibility of living longer than expected and the impact on your finances.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Russell P

Series 63, Series 65

Warner Robins, GA

Nfsg Corporation

Russell Pierce is a financial advisor with NFSG Corporation in Warner Robins, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Griggers Wealth Management and LPL Financial. Pierce serves as a director of Ironmen Ministries, a local men's prayer breakfast group that meets weekly and organizes an annual retreat. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and financial planning to a diverse client base, including high-net-worth individuals and institutions. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers to meet client objectives and risk tolerances.

Wealth management
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Edward L

Series 66

Warner Robins, GA

Merrill

Edward Landon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked for MGA from 2021 to 2024. Outside of financial services, he owns and operates EL Lawn and Landscape, a lawn care business based in Macon, GA. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Raymond H

Series 63, Series 65

Warner Robins, GA

Integrity Alliance, LLC

Raymond Hammock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Kovack Advisors, Inc., Independent Financial Group, and Cambridge Investment Research, Inc. He also operates a separate securities business under the name RetireByDesign. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement consulting services using a variety of investment approaches and custodial platforms.

Annuities ESG / Sustainable investing
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James G

Series 66

Warner Robins, GA

LPL Financial

James Griggers is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously operated Griggers Wealth Management. He also spent time with Hope For The Inner City Inc and Mercer University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)

Tucker C

Series 66

Warner Robins, GA

Edward Jones

Tucker Coody is a financial advisor with Edward Jones in Warner Robins, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Colony Bank and Ryan Mosely State Farm Insurance. He has also been involved with Second Baptist Church and Houston Lake Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Craig M

Series 63, Series 65

Columbia, SC

Capital Investment Advisory Services, LLC

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

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.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

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