Filters

Direct booking

firm logo

Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

16 advisors near 31768

Out of 400,000+ nationwide

user avatar
firm logo

Molly S

CFP®

Moultrie, GA

Bluesky Wealth Advisors, LLC

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Real estate investing Tax strategies for small businesses
user avatar
firm logo

Tammy C

Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

Tammy Croyle is a financial advisor with Kestra Private Wealth Services, LLC and holds a Series 63 designation. She has 31 years of industry experience, including 25 years at Raymond James Financial Services and roles at The First Bank and Southwest Georgia Bank. Outside of her advisory work, she is involved with Inspired Wealth Planning in an administrative capacity related to insurance. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and corporations, offering a range of investment and financial planning services with access to various platforms and both in-house and third-party solutions.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

John G

CFP®, Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

John Griffin is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Raymond James Financial and The First Bank, ANBA. Griffin serves on multiple local boards, including the Colquitt Regional Medical Center, where he is chairman, and is involved with community organizations such as the First Baptist Church finance committee. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services while supporting advisor independence and providing access to various managed solutions and platforms.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

Griffin D

CFP®, Series 66

Moultrie, GA

Edward Jones

Griffin Dunn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in the logistics sector and education. Outside of his advisory role, he owns a retail business, Turners Dress Shop, in Moultrie, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a national network of more than 23,000 advisors and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Military & Veterans Founder/Business Owner
firm logo

Robin R

Series 66

Moultrie, GA

Edward Jones

Robin Redding is a financial advisor with Edward Jones in Moultrie, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Robin was associated with Young Living for seven years and also worked in bookkeeping and management roles at Redding Dental PC and Redding Management, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

William G

Series 63, Series 65

Moultrie, GA

Primerica Advisors

William Gordon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been associated with PFS Investments Inc. since 1991 and Primerica Financial Services since 1987. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing multiple investment models and utilizing Pershing and Primerica Brokerage Services for execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
firm logo

Will S

Series 66

Moultrie, GA

Edward Jones

Will Southwell is a financial advisor at Edward Jones in Moultrie, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Colquitt County School System for 12 years. He serves as a community assistant coach for a middle school baseball team in Moultrie. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory and investment services through a nationwide network of financial advisors and branch offices, managing over $1 trillion in assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Richard T

Series 63, Series 66

Moultrie, GA

Edward Jones

Richard Turner Jr. is a financial advisor with Edward Jones in Moultrie, GA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Turner serves as Chairman of the Board for the Colquitt Regional Hospital Authority and is a board member of the Moultrie Land Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Timothy G

Series 63, Series 65

Moultrie, GA

Primerica Advisors

Timothy Gosier is a financial advisor with Primerica Advisors in Moultrie, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2020 and has a longer career with related Primerica entities dating back to 2006. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

James P

Series 66

Moultrie, GA

Raymond James Financial

James Poole III is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2015. He has 15 years of industry experience and previously worked at Ameris Bank. He serves as a board member of the Ellen Payne Odom Genealogy Library. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs, emphasizing advisory and implementation support rather than discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Fraley C

Series 66

Moultrie, GA

Raymond James Financial

Fraley Carlton is a financial advisor with Raymond James Financial in Moultrie, GA, holding a Series 66 designation and 24 years of industry experience. He has worked with Raymond James Financial since 2006 and previously spent ten years at Ameris Bank. Outside of his advisory role, he serves as the recording secretary for his family’s farm, Carlton Farms Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Ralph T

CFP®, Series 66

Moultrie, GA

Edward Jones

Ralph Taylor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Moultrie, GA, and holds the Series 66 designation. Outside of advising, he owns the building where his branch operates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Briley E

Series 66

Moultrie, GA

Raymond James Financial

Briley Edwards is a financial advisor with Raymond James Financial in Moultrie, GA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he worked in banking at Moultrie Bank & Trust, Planters First Bank, and Colony Bank. Outside of his advisory role, he is involved with Muddy Farms, LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Jared C

Series 66

Moultrie, GA

Raymond James Financial

Jared Collum is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. He has worked at Raymond James since 2023 and previously held roles at Valdosta State University and other organizations. Collum serves on the internal investment committee of Pentas Wealth Management, focusing on mutual fund research. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, pension plans, charitable organizations, and institutional clients. The firm emphasizes non-discretionary advisory services and offers access to various investment solutions through its Wealth Advisory Services and Institutional Fiduciary Solutions division.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
firm logo

Daniel D

Series 66

Moultrie, GA

Edward Jones

Daniel Dunn is a Series 66 licensed financial advisor with Edward Jones in Moultrie, GA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as an elected member of the Moultrie City Council, participating in governance and pension advisory committees. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Lisa B

Series 66

Moultrie, GA

Cetera

Lisa Bauer is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has worked at Cetera and affiliated firms since 2015, including roles at First Allied Advisory Services and Ridge Capital Management. Outside of advising, she is also active as a real estate agent with Coldwell Banker Platinum Partners. Cetera Investment Advisers serves a wide range of clients, including individuals, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers portfolio management, financial planning, retirement solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.