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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

16 advisors near 72451

Out of 400,000+ nationwide

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Timothy B

Series 63, Series 66

Paragould, AR

Dickinson Barnum Investment Management, LLC

Timothy Barnum is a financial advisor with Dickinson Barnum Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 15 years at Purshe Kaplan Sterling Investments and Dickinson Barnum Investment Management. Outside of his advisory role, he is a board member of the Kiwanis Club of Paragould, Arkansas, and is involved in a speculative homebuilding business. Dickinson Barnum Investment Management, LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, personal trusts, and estates. The firm manages approximately $60 million and employs a value-biased investment approach with customized portfolios that include equities, fixed income, mutual funds, and ETFs.

Wealth management
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Christopher D

Series 63, Series 65

Paragould, AR

Dickinson Barnum Investment Management, LLC

Christopher Dickinson is a financial advisor with Dickinson Barnum Investment Management, LLC in Paragould, Arkansas. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to founding Dickinson Barnum, he has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of his advisory role, he co-owns a hunting club and serves on the board of the Arkansas State Police Foundation. Dickinson Barnum Investment Management, LLC is a state-registered adviser that provides active discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as personal trusts and estates. The firm employs a value-biased investment approach based on fundamental analysis and manages roughly $60 million across several hundred client relationships.

Wealth management
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Olivea J

Series 65

Paragould, AR

AAN Wealth Advisors LLC

Olivea Jett is a financial advisor with AAN Wealth Advisors LLC, holding a Series 65 credential and having two years of industry experience. She has worked at Stidham Financial Services and is involved with Bail Bond Financing, Inc. Ms. Jett holds insurance licenses in Life & Health and Property & Casualty, dedicating a significant portion of her time to insurance-related activities. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide model portfolio recommendations and collaborates with an external subadvisor to manage and rebalance client portfolios.

General retirement planning Retirement income strategy Wealth management
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Daniel S

Series 65

Paragould, AR

AAN Wealth Advisors LLC

Daniel Stidham is a financial advisor with AAN Wealth Advisors LLC in Paragould, Arkansas, holding a Series 65 designation and seven years of industry experience. He has worked at AAN Wealth Advisors since 2019 and previously at Strategic Planning Associates and VisionPoint Advisory Group, LLC. In addition to his advisory role, Stidham is a licensed insurance agent and occasionally offers insurance products to clients. AAN Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm uses an external subadvisor to manage model portfolios on a discretionary basis and operates across seven offices.

General retirement planning Retirement income strategy Wealth management
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William D

Series 63, Series 65

Paragould, AR

Momentum Independent Network Inc.

William Dickey is a financial advisor with Momentum Independent Network Inc. and holds Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at Sws Financial Services since 2009. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services including managed accounts, financial planning, and retirement plan consulting. The firm utilizes third-party managers and Envestnet for investment advice and account management, integrating with Hilltop affiliates for municipal bond strategies and cash management solutions.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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William C

Series 66

Paragould, AR

Ally invest Advisors

William Causey is a financial advisor with Ally Invest Advisors, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Edward Jones and Legacy National Bank. Outside of advising, he works as a Contact Center Representative supporting Ally Bank customers with account maintenance and product education. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through automated and advisor-led services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios across multiple risk tiers and strategy variants, supported by automated algorithms and supervised monitoring.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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Jonathan W

Series 66

Paragould, AR

Edward Jones

Jonathan Wright is a Series 66-credentialed financial advisor with Edward Jones in Paragould, Arkansas, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is a part owner of a small beekeeping operation called Natural State Honey, which produces and plans to sell honey as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering various managed account strategies and proprietary investment products under a fiduciary standard.

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

CFP®, Series 66

Paragould, AR

Edward Jones

Jason Noel is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. His work history is solely with Edward Jones, and he also participates as a preacher at various churches in Paragould, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Financial Professional
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Nathan D

Series 66

Paragould, AR

Cetera

Nathan Dabbs is a financial advisor with Cetera in Paragould, Arkansas, holding a Series 66 designation and three years of industry experience. He has worked at Cetera since 2022 and has additional experience with Regions Bank and People Source Staffing. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

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
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Bunny L

Series 63, Series 65

Paragould, AR

Morgan Stanley

Bunny Lee is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following a tenure with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning through a structured process and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Seth P

Series 66

Paragould, AR

Edward Jones

Seth Parsley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for eight years at the Arkansas State Bank Department. Outside of his advisory role, he is a co-owner of Natural State Honey, a local beekeeping business in Paragould, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of over 23,000 financial advisors.

General retirement planning Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics Religious/faith focused
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Amanda S

Series 63, Series 66

Paragould, AR

Edward Jones

Amanda Sells is a financial advisor with Edward Jones in Paragould, Arkansas, holding Series 63 and Series 66 licenses. She has 19 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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William H

Series 66

Paragould, AR

Edward Jones

William Holmes is a financial advisor with Edward Jones in Paragould, Arkansas, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is associated with the Paragould Golf and Community Club, a private country club in his local area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Paragould, AR

Edward Jones

Christopher Allred is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at the Arkansas Department of Agriculture and Simplot Grower Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide 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
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Jason B

CFP®, Series 66

Paragould, AR

Edward Jones

Jason Baldwin is a CFP® and holds a Series 66 license. He has six years of industry experience, all with Edward Jones since 2020, and has been involved with Limestone Partners LLC since 2007. In addition to his advisory work, he is a member of JRBaldwin LLC, which maintains rental property in Brookland, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Active portfolio management Retired Founder/Business Owner Executive
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Kasey R

Series 66

Marmaduke, AR

Edward Jones

Kasey Reagans is a financial advisor at Edward Jones with eight years of industry experience. They have held the Series 66 designation and have been with Edward Jones since 2017. Prior to joining Edward Jones, Kasey worked for Gazaway Ace Hardware from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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