Top financial advisors working with expats in Wilmington, DE

Nicholas Mc Glynn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with Wm Financial Services, Inc. since 2004. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions to deliver its services.

Douglas Batten is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and complex market roles.

Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.

Kelly Wilson is a CFP® professional with four years of industry experience, currently advising at Blue Rock Financial Group in Wilmington, DE. Prior to joining the firm, Kelly held roles at Dravo Bay LLC and had brief engagements with the American Heart Association and Hockessin Athletic Club. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering investment management and financial planning services. The firm emphasizes a low-cost, ETF-based investment approach rooted in modern portfolio theory and integrates financial planning with ongoing portfolio monitoring.

Michael Boyer is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and operates his own CPA firm specializing in individual and small business tax returns. Outside of financial advising, he serves as CFO of Ferris Home Improvements, a local company focused on home renovation projects. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and employs a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Domonic Mustafa is a financial advisor with Hoxton Wealth, holding a Series 65 credential and approximately eight years of industry experience across various firms. His prior roles include positions at Selby Jennings, Pinpoint Partners, and Infinity Financial Solutions, where he also serves as a consultant focusing on investment management and specialized planning. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and blends, offering services such as pension transfer advisory for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Henry Preston is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is the founder and sole advisor at Veteran Wealth Planning, having previously worked at Hanson and Doremus Investments and Planning and served in the U.S. Marine Corps. Outside of his advisory role, he manages several LLCs that oversee investment real estate operations. Veteran Wealth Planning serves a variety of private clients, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary approach with discretionary management primarily using passive ETFs, complemented by modern portfolio theory and both long- and short-term trading strategies.

Jon Holand is an investment advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has been with Beacon Global Advisor Network since 2019. He also has a long-term affiliation with Austen Morris Associates dating back to 2006. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates alongside non-high-net-worth and high-net-worth individuals.

Benjamin Robinot is a Series 65-credentialed advisor with eight years of industry experience. He is currently with Transatlantique Private Wealth LLC and has also been associated with 360 Advisory LLC for over a decade. Robinot is a non-operating partner at Three Sixty Advisory LLP in the UK and holds a minority stake in Orfi Capital Ltd, an asset management company based in Hong Kong. Transatlantique Private Wealth LLC provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons with euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic European research with fundamental and technical analysis to construct and monitor portfolios, implementing strategies through direct management, exchange-traded products, or outside managers.

Ratnadeep Damle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' financial and life priorities to customize strategies that align with their goals. His expertise includes college education planning, international wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Before joining Merrill, Ratnadeep managed the international division of an aerospace software company. He holds a Bachelor's Degree from the Massachusetts Institute of Technology and a Master's Degree from Columbia University. He carries the Personal Investment Advisor (PIA) designation. Ratnadeep is involved with community organizations such as Civil Air Patrol, CyberPatriot, and the MIT Alumni Group in the Delaware Valley Region. He speaks English, Marathi, French, Hindi, German, and Japanese. His personal interests include hiking, music, reading, singing, spending time with family, traveling, and yoga.