James Sexton

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

St Simons Island, GA 31522

Credentials

CFP®, Series 66

Industry experience

10 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business succession planning General estate planning guidance

Occupation focus

Military & Veterans Founder/Business Owner

Work history

Edward Jones

2015 - Present (11 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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William G

Series 66

Saint Simons Island, GA

Merrill

William Goodhue is a Financial Advisor with Merrill Lynch Wealth Management, bringing over eight years of experience in the financial industry. He focuses on creating personalized wealth management strategies that align with clients' unique goals and evolving market conditions. His areas of expertise include education planning, family wealth management, services for endowments, foundations, and non-profits, international wealth management, liquidity management, retirement planning, portfolio management, and tax minimization. William holds a High School Diploma from Frederica Academy and attended Auburn University. He is actively involved in his local community, supporting various events and volunteering. Outside of his professional work, he enjoys adventure sports, camping, cooking, golfing, music, and spending time with his family. His approach centers on understanding what matters most to clients and helping them pursue their financial objectives through clear and practical advice.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting

Deborah R

Series 66

Saint Simons Island, GA

Merrill

Deborah Rice is the Associate Resident Director at Merrill, where she has served as a Financial Advisor since 2011. In her role, she emphasizes a client-centered approach, focusing on family wealth management strategies, retirement income, and women and wealth. Deborah works closely with individuals, families, and small business owners to develop personalized financial plans that align with their goals, risk tolerance, and investment objectives. She regularly conducts detailed reviews to ensure that clients’ strategies remain aligned with their evolving financial circumstances. Prior to joining Merrill, Deborah had a 20-year career in small business retail and the telecommunications industry. She holds the Personal Investment Advisor (PIA) designation and attended Georgia Southern University, as well as Green Run High School. Deborah is active in the St. Simons community and participates in local organizations including the United Way of Coastal Georgia. She resides in St. Simons Island with her husband, David, a Senior Financial Advisor at Merrill, and their daughter. Outside of work, Deborah enjoys football, genealogy, hiking, traveling, and spending time with her family.

Wealth management Retirement income strategy Income planning Women Professionals

Davis R

Series 66

Brunswick, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Educators, Teachers, and Academics Founder/Business Owner

Philip W

Series 63, Series 66

Brunswick, GA

Fidelity

Philip Watson is a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2015, demonstrating a long-term commitment to providing financial planning and guidance. Prior to this position, he served as a Financial Consultant at Fidelity Investments from 2010 to 2015. With over 30 years of experience, Philip's career includes roles such as Relationship Officer at Fidelity Investments; Strategic Adviser at Strategic Advisers; Senior Investment Education Consultant at Fidelity Investments; Investment Officer at SunTrust Securities, Inc.; Investment Consultant at Barnett Investments and NationsBanc Investments; and Insurance Representative at O.H. Whittle and Company, Inc. He holds an Arkansas Insurance License, supporting his expertise in insurance-related financial matters. Philip emphasizes inclusive planning and relationship-driven outcomes, supported by his team to deliver exceptional service to clients and their families.

Wealth management Passive / index investing Active portfolio management Financial Professional

David R

Series 63, Series 65

Saint Simons Island, GA

Merrill

David Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1987 and joined Merrill Lynch in 1990. With a background that includes 18 years in the railroad industry, David develops strategies and recommendations aimed at helping clients achieve goals related to wealth accumulation, asset preservation, and asset transfer. David holds a bachelor's degree in Economics from Temple University in Philadelphia, Pennsylvania. He has been an active member of the Golden Isles community for over 30 years, serving in various leadership roles such as Chairman of Glynn County Animal Control Services, member of the Glynn County Airport Commission, participant with Golden Isles Hospice, and President of the Brunswick Kiwanis Club. David resides in St. Simons Island with his wife, Deborah.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Cash flow / budgeting

Logan J

Series 66

Brunswick, GA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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