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Top 30 financial advisors of 594 near 17036
Out of 400,000+ nationwide
David H
CFP®
Hershey, PA
First Light Wealth
The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNERâ„¢ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.
Todd D
CFP®, Series 63, Series 65
Camp Hill, PA
Edward Jones
Darlene M
Series 63, Series 65
Camp Hill, PA
Merrill
Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.
Wesley M
Series 63, Series 65
Camp Hill, PA
Merrill
Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.
Heath G
Series 66
Hershey, PA
Edward Jones
Karen B
CFP®, Series 66
Bruce Twp, MI
Edward Jones
Jonathan F
Series 63, Series 66
Camp Hill, PA
Edward Jones
Garrett G
Series 63, Series 65
Palmyra, PA
Fidelity
Garrett Gillette is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients and their families develop and implement comprehensive financial plans tailored to their individual goals and objectives. Garrett has experience in various financial advisory roles, including Financial Advisor Senior Associate at Vanguard from 2021 to 2023, Financial Advisor at CUNA Brokerage Services from 2020 to 2021, and Licensed Relationship Banker at Citizens Securities Inc from 2017 to 2020. His professional background reflects a commitment to wealth planning and client education. Outside of his professional work, Garrett has personal interests in cars, cooking and baking, fitness, golf, outdoor adventures, and snowboarding.
Malene F
Series 66
Palmyra, PA
Edward Jones
Tyler B
Series 63, Series 65
Camp Hill, PA
Edward Jones
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Top 30 financial advisors of 594 near 17036
Out of 400,000+ nationwide