Top financial advisors working with widows and widowers
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.
Losing a spouse brings sudden financial and emotional challenges that require careful navigation. Without guidance tailored to your new status, you might overlook critical changes in benefits, taxes, or estate matters that can affect your financial security.
- Survivor benefit insights. Confirm how the advisor helps you understand and claim Social Security or pension survivor benefits, which often have complex eligibility rules.
- Estate and inheritance planning. Ask how they address updating wills, trusts, and beneficiary designations to reflect your changed circumstances.
- Income and tax adjustments. Ensure they review your income sources and tax situation post-loss to avoid unexpected liabilities or missed deductions.
- Emotional sensitivity. Look for advisors who recognize the emotional weight of widowhood and communicate with empathy while focusing on your financial needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tracey H
ChFC®, Series 66
Albemarle, NC
Edward Jones
Tracey Hayes specializes in supporting widows and widowers, offering expertise in retirement income strategy and estate planning, which are crucial for managing survivor benefits and updating financial plans after loss. Based in Albemarle, NC, she brings 14 years of experience with Edward Jones, a large firm managing over $1 trillion in assets, providing clients access to diverse advisory programs and a fee structure up to 1.35% annually.
Experience: 15 years
Avg account: $246,728
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Glenn E
Series 63, Series 66
Short Hills, NJ
Merrill
Glenn Evans specializes in serving widows and widowers, offering expertise in wealth management, retirement income strategy, and business exit planning, which are crucial for navigating financial changes after loss. Based in Short Hills, NJ, he works within Merrill's large-firm environment, serving diverse professionals including attorneys and medical experts, and charges a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a broad client focus and strong credentials.
Experience: 17 years
Avg account: $860,085
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Catherine C
CFP®
Oakland, CA
Curtis Financial Planning
Catherine Curtis specializes in supporting widows and widowers with tailored financial planning, including expertise in equity compensation tax strategy and cash flow management. Operating independently in Oakland, CA, she offers flat-fee options for complex cases and serves high-net-worth clients, distinguishing her through a strategic asset allocation approach and a focus on women's financial needs.
Experience: 13 years
Avg account: $2,151,316
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Tyler L
CFP®, Series 66
Dunwoody, GA
Fidelity
Tyler Legault specializes in assisting widows and widowers with income planning and retirement income strategies, addressing the financial adjustments needed after losing a spouse. As a CFP®-certified consultant at Fidelity, a large firm, he brings five years of industry experience and uses visual tools to help clients stay organized, distinguishing him from advisors who may not emphasize client education or work within large institutional settings.
Experience: 5 years
Avg account: $234,793
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William B
Series 65
Menlo Park, CA
BKB Financial Advisors, LLC
William Binder specializes in assisting widows and widowers with retirement income strategies, Social Security optimization, and estate-document support, addressing the complex financial changes after loss. Operating independently with over 20 years of experience, he offers hourly fee-based advice focused on client education and participation, distinguishing him from advisors who manage assets or use fixed fees.
Experience: 21 years
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