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Davis Wright

Advisor at Edward Jones

Updated today

Location

Hobbs, NM 88240

Credentials

Series 66

Industry experience

8 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Location

3019 N Grimes St

Hobbs, NM 88240

Most active in

New Mexico · Texas

Work history

Edward Jones

2021 - Present (5 years)

Bank Of America, N.a.

2018 - 2021 (3 years)

Merrill

2017 - 2021 (4 years)

The James Polk Stone Community Bank

2016 - 2017 (1 year)

First American Bank

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kristina R

Series 63, Series 65

Hobbs, NM

Robinson Wealth and Financial Planning

Kristina Robinson is a financial advisor at Robinson Wealth and Financial Planning in Hobbs, NM, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Primerica and Lincoln College of Technology. She is also a licensed insurance agent. Robinson Wealth and Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, focusing on mutual funds, equities, fixed income, ETFs, annuities, and non-U.S. securities.

Wealth management Annuities College savings (529s, UTMA, etc.)

Summer W

Series 66

Hobbs, NM

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retirement income strategy

Luanne N

Series 66

Hobbs, NM

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning

Tonya F

Series 66

Hobbs, NM

Merrill

Tonya Fisher is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2003 and joined Merrill Lynch in 2016. Tonya utilizes the investment resources of Merrill Lynch and the banking services of Bank of America to address various aspects of her clients' financial lives. Her areas of expertise include education planning, institutional consulting, services for endowments, foundations, and non-profits, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and women and wealth. Tonya holds a bachelor's degree in English from New Mexico State University and a master's degree in Technical Communication from Texas Tech University. Her professional designations include Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tonya is active in her community, supporting the Lea County Humane Society and other animal rescue organizations. Her personal interests include gardening, horseback riding, knitting and crocheting, photography, reading, writing, and yoga.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Women Professionals Women's Finance

Brandon A

Series 66

Hobbs, NM

Merrill

Brandon Arnold is an Associate Resident Director at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2016. Brandon focuses on developing strategies and advice for individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds a Bachelor's Degree from Texas Tech University and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon's expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon lives in Hobbs with his daughter Micah. He is active in the community, supporting organizations such as Habitat for Humanity of Hobbs and the Make a Wish Foundation. In his personal time, he enjoys fishing, golfing, horseback riding, spending time with his family, and watching movies.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy Parents
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Phillip C

Series 66

Hobbs, NM

Cambridge Investment Research Advisors

Phillip Carrell Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2017, following a prior role at Securities America Advisors. Outside of advising, he is active as an insurance agent in Hobbs, NM. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services from financial planning to portfolio management, utilizing various platforms and third-party strategists to support tailored investment solutions.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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