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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Top 30 financial advisors of 68 near 72401

Out of 400,000+ nationwide

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William G

CFP®, Series 66

Jonesboro, AR

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Dentist Founder/Business Owner
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Susan N

Series 63, Series 65

Jonesboro, AR

Merrill

Susan Naylor is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies, leveraging Merrill’s extensive investment insights and Bank of America’s banking and lending solutions to help clients pursue their long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, retirement planning, philanthropic planning, and wealth management for women. Susan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Arkansas State University and completed her high school education at McClellan High School in Little Rock, AR. In addition to her professional work, Susan is involved in community activities and volunteers with organizations such as Altrusa International of Jonesboro. She is also associated with the Arkansas State University Women's Leadership Center. Outside of work, she enjoys painting, spending time with her family, and watching movies.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy Women Professionals Women's Finance Parents
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Joseph Y

Series 63, Series 66

Jonesboro, AR

Merrill

Joseph Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to create flexible strategies that align with clients’ changing market conditions. Joseph holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from The Baylor School. Committed to community involvement, Joseph volunteers with local organizations in support of the Merrill tradition of community participation.

Wealth management
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Jesse F

Series 66

Jonesboro, AR

Merrill

Jesse Ford is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), highlighting his professional qualifications in the financial advisory field. Jesse earned a Bachelor's Degree from Hendrix College and completed a Master of Business Administration (MBA) from the University of Arkansas System. His educational background supports his expertise in financial planning and investment management.

Wealth management General retirement planning Income planning
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Stacey H

Series 63, Series 65

Jonesboro, AR

Merrill

Stacey Harral is Senior Resident Director at Merrill, where she leads the Jonesboro, Eastern Arkansas location for The Harral Group, an all-female six-person team. With over 28 years of experience in wealth management, Stacey provides financial and investment strategies focused on family wealth management, legacy planning, retirement planning, and serving women as well as clients in sports and entertainment. She joined Merrill in 2006 after a decade at Morgan Stanley. Stacey holds a Bachelor's degree from Arkansas State University and a Master's degree from the University of Arkansas at Little Rock. She holds the Personal Investment Advisor (PIA) designation. Stacey emphasizes creating personalized financial strategies tailored to clients’ long-term goals, helping them pursue those objectives with flexibility and insight. Outside of her professional role, Stacey devotes time to community involvement consistent with Merrill’s tradition. She enjoys baseball, cooking, running, and spending time with her husband, Dr. Russ Harral, and their two children.

Wealth management General estate planning guidance Multi-generational wealth transfer Women Professionals
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Steve H

Series 66

Jonesboro, AR

Merrill

Steve Hubbard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Steve earned his Bachelor's Degree from Arkansas State University. His professional focus includes providing financial advice and wealth management services to clients.

General retirement planning Retirement income strategy Income planning
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Tiaan S

Series 66

Jonesboro, AR

Merrill

Tiaan Steenkamp is a Financial Services Advisor (FSA) at Merrill Lynch Wealth Management. He focuses on helping clients identify their priorities and develop strategies to pursue their financial goals. Tiaan holds the professional designation of Personal Investment Advisor (PIA). He earned both his Bachelor's degree and a Master of Business Administration (MBA) from Arkansas State University. His approach centers on understanding what matters most to clients and their families, enabling him to create tailored financial plans aligned with their objectives.

Financial Professional
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Jason B

CFP®, Series 66

Paragould, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Active portfolio management
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Matthew K

Series 66

Jonesboro, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Carrie Q

Series 63, Series 65, Series 66

Jonesboro, AR

Quraishi Wealth Management

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