Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 40 near 36207

Out of 400,000+ nationwide

firm logo

Jennifer E

Series 66

Anniston, AL

Merrill

Jennifer Edmondson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop strategies that address a range of financial goals, including investing, retirement planning, and saving for unexpected events. Jennifer provides ongoing advice and guidance, adapting portfolios as clients’ needs evolve. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Jennifer holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her bachelor's degree from Jacksonville State University. In addition to her professional work, she is involved with the Anniston Lions Club and is affiliated with Hill Crest Baptist Church.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Elder care planning Cash flow / budgeting
firm logo

Richard S

Series 66

Oxford, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner
firm logo

Reuben J

Series 66

Anniston, AL

Merrill

Reuben Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He works closely with individuals, business owners, non-profit organizations, and foundations to develop personalized investment strategies that focus on clients and their families. His areas of expertise include education planning, family wealth management, services for endowments and non-profits, legacy planning, philanthropic planning, personal retirement planning, small business strategies, and retirement income. Reuben is committed to fostering long-term relationships and serving as a trusted resource to help clients grow and preserve their financial wealth. Reuben holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) professional designation. Beyond his professional activities, Reuben is actively involved in community service, volunteering with organizations such as the Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. In his personal time, he enjoys basketball, football, golf, tennis, and cycling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Business ownership considerations
firm logo

Isaac B

Series 63, Series 65

Oxford, AL

Merrill

Isaac Brown is an Associate Resident Director at Merrill Lynch Wealth Management, where he has been employed since October 1994. In his role, he works with clients to help them achieve their long-term financial goals through the prudent management of their assets and liabilities, focusing on legacy planning, personal retirement planning, and portfolio management services. Mr. Brown holds a Bachelor's degree in Business Management from Jacksonville State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also served as an adjunct professor at Kennesaw State University, teaching financial planning courses. Beyond his professional duties, Isaac Brown is active in his community, serving on local boards such as the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and the Donoho School Board of Directors, where he is the current president. He is a member and past president of the Anniston Rotary Club and participates in organizations including the 3E Association and Boy Scouts of Calhoun County. He resides in Oxford, Alabama with his wife and daughter and engages in personal interests such as dancing, horseback riding, music, refereeing, swimming, tennis, traveling, and spending time with family.

General retirement planning Wealth management General estate planning guidance
user avatar

Thomas M

Series 63

Anniston, AL

McNaron Group, Inc.

user avatar

Padric L

Series 65

Anniston, AL

McNaron Group, Inc.

user avatar
firm logo

Penny M

Series 65

Oxford, AL

Advisory Services Network

user avatar
firm logo

Kenneth R

Series 65

Anniston, AL

AE Wealth Management, LLC

user avatar
firm logo

Vester M

Series 63, Series 65

Anniston, AL

RFG Advisory, LLC

user avatar
firm logo

Michael H

Series 63, Series 65, Series 66

Jacksonville, AL

Belpointe Asset Management LLC

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")