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Top 30 financial advisors of 33 near 76033
Out of 400,000+ nationwide
John H
Series 66
Cleburne, TX
Edward Jones
Lane H
Series 66
Joshua, TX
Edward Jones
David L
Series 63, Series 66
Joshua, TX
Edward Jones
Amy S
Series 66
Alvarado, TX
Merrill
Amy Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families pursue their long-term financial goals through personalized wealth management strategies. Her client specialties include family wealth management, women and wealth, and retirement income planning. Amy emphasizes detailed planning, disciplined and diversified portfolio construction, and defined rebalancing targets while recognizing that market timing is generally not a successful long-term strategy. Amy holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Burleson High School. She is committed to community involvement and volunteers with the Johnson County Court Appointed Special Advocate (CASA) program. Outside of her professional work, Amy enjoys boating, gardening, and horseback riding.
James N
Series 63, Series 65
Alvarado, TX
Redhawk Wealth Advisors, Inc.
Blake H
ChFC®, Series 63
Cleburne, TX
State Farm Investment Management Corp.
Ruhama M
Series 63, Series 65
Alvarado, TX
State Farm Investment Management Corp.
Jeremy Q
ChFC®, Series 63
Joshua, TX
State Farm Investment Management Corp.
Rex R
Series 63, Series 65
Cleburne, TX
Ausdal Financial Partners, Inc.
Brian A
CFP®, Series 63, Series 66
Cleburne, TX
Cwm, Llc
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Top 30 financial advisors of 33 near 76033
Out of 400,000+ nationwide