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Top 30 financial advisors of 401 near 72745
Out of 400,000+ nationwide
Chris P
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
John M
Series 66
Rogers, AR
Merrill
John McConnell is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a key member of the Boskus Group in Rogers, Arkansas. He specializes in portfolio construction and structured products, focusing on cultivating strong client relationships and delivering personalized wealth management strategies tailored to individual goals. John’s approach emphasizes a comprehensive understanding of each client’s financial picture to create flexible strategies adaptable to changing market conditions. He holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. John is also a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to his advisory career, he was team captain of the Razorback tennis team during his final two years of college and played tennis professionally for several years. John actively participates in community service, reflecting the Merrill tradition of engagement. Outside of work, he enjoys golf, tennis, and spending time with his family.
Richard B
Series 66
Bentonville, AR
Edward Jones
Stephanie H
Series 66
Rogers, AR
Edward Jones
Christian H
Series 66
Bentonville, AR
Edward Jones
Allison H
ChFC®, Series 66
Rogers, AR
Edward Jones
Tafta R
Series 66
Fayetteville, AR
Edward Jones
Sarah M
Series 66
Fayetteville, AR
Edward Jones
Blake S
Series 66
Fayetteville, AR
Edward Jones
Travis H
CFP®, Series 63, Series 66
Fayetteville, AR
Edward Jones
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Top 30 financial advisors of 401 near 72745
Out of 400,000+ nationwide