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Top 30 financial advisors of 148 near 66025
Out of 400,000+ nationwide
Kaylin D
CFP®
Lawrence, KS
Kaylin Dillon Financial Planning
Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
Kevin M
CFP®, Series 63, Series 66
Shawnee, KS
Edward Jones
Peter C
Series 66
Gardner, KS
Edward Jones
Kyle B
Series 66
Eudora, KS
Edward Jones
Connie L
Series 66
Olathe, KS
Edward Jones
Amy P
CFP®, Series 66
Olathe, KS
Edward Jones
Derek O
Series 66
Lawrence, KS
Edward Jones
Matthew V
Series 66
Lawrence, KS
Edward Jones
Travis V
Series 66
Olathe, KS
Edward Jones
Hardeep K
Series 63, Series 66
Shawnee, KS
Merrill
Hardeep Kaur is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry. With over 30 years of professional background, she combines a deep understanding of market cycles with first-hand knowledge of family business operations to deliver tailored financial guidance and strategic solutions. Her practice focuses on a planning-based approach to help accomplished clients pursue their long-term goals, including corporate executives, business owners, physicians, attorneys, and individuals managing complex wealth situations such as concentrated stock positions and executive compensation. Before joining Merrill, Hardeep worked in institutional finance for 15 years, holding director-level positions at multiple firms. She holds a Bachelor's degree in International Business from Hofstra University and an MBA with a specialization in Finance from Baruch College. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English, Hindi, and Punjabi, she is equipped to serve a diverse client base. Outside of her advisory role, Hardeep and her husband are actively involved in community service. She serves on the board of TAARA, an organization dedicated to rescuing and empowering survivors of sex trafficking, while her husband participates with Bonnie Brae, a New Jersey school and residential community for at-risk boys and families in crisis. Her personal interests include hiking, pickleball, reading, table tennis, tennis, and traveling.
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Top 30 financial advisors of 148 near 66025
Out of 400,000+ nationwide