Top gifting strategies financial advisors in White Plains, NY

Jason Dos Santos is a financial advisor at Milagre Wealth Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include work at the Virtual Civilization Initiative and Marist College. Milagre Wealth Management offers fee-based investment management and financial planning services to individuals, trusts, and estates. The firm employs a range of analytical methods and trading strategies, tailoring portfolios based on client risk profiles while managing a large client base from multiple offices.

John Buffa is a financial advisor with Hightower Advisors in White Plains, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at Hightower Advisors since 2017 and previously spent nearly a decade at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, serving clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Frank Davidson is a financial advisor at ARCH Global Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc. and Prudential Financial Planning Services. Outside of advisory work, he is involved in insurance sales and related activities. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses customized portfolios with ETFs, equities, and mutual funds, and may utilize options and margin to pursue specific objectives.

Lawrence Brown is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including American Portfolios Financial Services, Inc., Park Avenue Securities, and The Guardian Life Insurance Company of America. Outside of his advisory work, he owns an accounting and tax preparation business serving individuals and small closely held companies and serves as trustee for multiple family trusts. OSAIC serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and managed-account platforms to construct portfolios across multiple asset classes and supports legacy platform integrations and third-party services.

John Ford is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth advisory services supported by a centralized due-diligence framework.

Christopher Fuhrman is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for ten years at Pelzer Law Firm. He owns and oversees operations of a family-owned ambulance service and a non-profit ambulance service in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Krista Wallace is a CFP® professional with five years of experience in financial advising. She has worked at SoundView Advisors since 2020 and previously spent six years at Zeiders Enterprises. Outside of her advisory role, she serves as a Trustee and Finance Elder at University Place Presbyterian Church. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes customized asset allocation and ongoing account management, with a focus on tailored portfolios and formal quarterly reviews.

Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.

Garrett Jensen is the Vice President and Financial Consultant at Fidelity Investments. In this role, he supports clients and their families in implementing and monitoring financial plans, with a focus on tax-efficient investing, gifting, estate planning considerations, and other areas of financial planning. He holds the Certified Financial Planner (CFP4) designation and is licensed to provide insurance services in Arkansas and California. Garrett has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Planning Consultant, PAS Portfolio Specialist, and Workplace Planning Consultant. His career path reflects experience in portfolio management, workplace planning, and high net worth client services. Outside of his professional responsibilities, Garrett enjoys biking, golf, reading, and skiing.

Kylee Holderied is a financial advisor at Hobbs Group Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Onthemarc Catering. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, combining portfolio oversight with financial planning, and uses client interviews and risk-tolerance questionnaires to develop individualized investment policies.