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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

5 advisors near 38821

Out of 400,000+ nationwide

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John E

Series 63, Series 65

Fulton, MS

First Heartland Consultants, Inc.

John Ellis is a financial advisor with First Heartland Consultants, Inc. in Fulton, MS, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Woodmen Financial Services, Inc., Woodmen Of The World Life Insurance Society, and Whelin Security. Outside of advisory work, he serves as a volunteer board member of the Itawamba County Development Council and assists with family farm operations. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a range of asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Randall R

CFP®, Series 66

Aberdeen, MS

Edward Jones

Randall Rollins is a CFP® professional with 8 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked in various independent contractor roles and spent eight years at Crown Liquors. Edward Jones is a full-service wealth management firm serving over four million clients, offering a broad range of advisory programs and maintaining a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nolan B

CFP®, Series 63, Series 66

Aberdeen, MS

Edward Jones

Nolan Bowen is a CFP®-designated financial advisor with Edward Jones in Aberdeen, MS, with 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Christopher J

Series 63, Series 65

Amory, MS

Primerica Advisors

Christopher Jones is a financial advisor with Primerica Advisors in Amory, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jason H

Series 63, Series 66

Amory, MS

Edward Jones

Jason Heleniak is a financial advisor with Edward Jones in Amory, Mississippi, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and additional financial services.

General retirement planning Retired Founder/Business Owner Executive
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