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Matthew C
Series 66
Sandersville, GA
Edward Jones
Matthew Casto is a financial advisor at Edward Jones in Sandersville, GA, holding a Series 66 designation with six years of industry experience. He worked at Zaxby's Franchising LLC. for five years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
David T
Series 66
Sandersville, GA
LPL Financial
David Tapley Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones before joining LPL Financial in 2017. Outside of his advisory role, he is involved in managing two non-emergency transportation businesses in Sandersville, Georgia, including one that provides dialysis transportation services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment programs and delivery options tailored to client needs.
Susan L
Series 63, Series 65
Sandersville, GA
Cetera
Susan Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes roles at Avantax Insurance Agency and First Income Advisors, among others. Outside of advising, she serves on several nonprofit boards focused on historic preservation and community arts, and she is involved in local theater as a director. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with model portfolios and third-party solutions, alongside fiduciary and retirement plan capabilities.
Justin M
Series 66
Sandersville, GA
LPL Financial
Justin May is a financial advisor with LPL Financial and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Edward Jones and Commonwealth Financial Network. He also operates Southern Ethos Wealth Management, a business entity for tax and investment purposes. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
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Advisors near 31082
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