Top general retirement planning financial advisors in Washington, NC

Jonathan Nelson is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 licenses. He has six years of experience in the industry, including roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his financial services work, Nelson is involved with J T. Boatworks, LLC, where he participates in boat building. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes goals-based advice with a long-term investment horizon, focusing on low-cost index mutual funds and ETFs within a credit-union affiliated structure.

Christopher Heath is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and at Wells Fargo Bank since 2017. Prior to that, he was employed by Food Lion for three years. 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 uses research and analytics to guide investment decisions within a diversified framework.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Kevin Porter is a financial advisor with UBS Financial Services in Chocowinity, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, Porter serves on the board of directors for the Connecticut Sustainable Business Council, which promotes sustainable business practices in Connecticut. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

James Linton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Thermo Fisher Scientific, Edwards Inc., and Linton Industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate types. The firm offers a variety of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large national footprint with affiliated capabilities beyond advisory services.

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.

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.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.