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7 advisors near 99835
Out of 400,000+ nationwide
Sara H
Series 66
Sitka, AK
Diversify Wealth Management, LLC
Sara Hadad Dembs is a financial advisor at Diversify Wealth Management, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and several school districts. Outside of her advisory role, she is involved with Bumble Expeditions LLC, a tour operations business, and is a member of the Sitka Chamber of Commerce board in a non-financial capacity. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach and offers portfolio management across multiple account types using a wide range of investment vehicles.
Emma K
Series 66
Sitka, AK
Edward Jones
Emma Klein is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, Klein serves as a volunteer firefighter and EMT for the City of Sitka and works part-time at Cascade Creek Lodge, a summer fishing lodge. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Kimberly R
Series 66
Sitka, AK
Edward Jones
Kimberly Rice is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012, based in Sitka, Alaska. 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Angela M
Series 66
Sitka, AK
LPL Financial
Angela Mcgraw is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and Cynthia Gibson, LLC. Mcgraw is based in Sitka, Alaska. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Nicholas L
Series 66
Sitka, AK
Edward Jones
Nicholas Lewis is a Series 66-credentialed financial advisor with Edward Jones in Sitka, Alaska. He has 11 years of industry experience, all with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Annette S
Series 66
Sitka, AK
UBS Financial Services
Annette Starling is a Series 66-licensed financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is the vice president of the Coast Guard Spouses and Women's Association of Sitka, where she helps coordinate community events supporting Coast Guard families. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management.
Cynthia G
CFP®, Series 66
Sitka, AK
LPL Financial
Cynthia Gibson is a CFP® professional with 27 years of experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc., and she has operated her own businesses, including Cynthia Gibson LLC and Wayfinder Wealth, LLC. Outside of financial advising, she is involved in entertainment and education through her ownership of Alaska Storytellers and Inside Scoop. LPL Financial provides a broad range of advisory and brokerage services to individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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7 advisors near 99835
Out of 400,000+ nationwide