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Top 30 financial advisors of 778 near 97089
Out of 400,000+ nationwide
Ibrahim L
Series 66
Portland, OR
Merrill
Ibrahim Lasisi is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to pursue their short-, mid-, and long-term financial goals. Ibrahim provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System. He has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, Ibrahim is also involved in community service with organizations such as Feed My Starving Children. With a focus on building trusted relationships, Ibrahim engages clients in ongoing discussions about their financial concerns and goals, providing advice and support as their needs evolve.
Brandon R
CFP®, Series 63, Series 66
Camas, WA
Fidelity
Brandon Rowe is a Planning Consultant at Fidelity Investments, where he assists clients in creating and managing financial plans to achieve their goals. He provides guidance on investment strategies and informs clients about the resources available through Fidelity. He has held various roles within Fidelity Investments since 2006, including Investment Solutions Representative and Workplace Planning Consultant II. His professional experience also includes positions at Morgan Stanley as a Wealth Management Associate and at Fisher Investments as a UK Investment Counselor. Brandon's career reflects extensive experience in financial planning and investment counseling. Outside of his professional work, he has interests in baseball and fishing.
Brandee P
Series 66
Damascus, OR
Edward Jones
Christopher C
Series 66
Portland, OR
Edward Jones
Brian S
CFP®, Series 66
Gladstone, OR
Edward Jones
Michael D
Series 66
Camas, WA
Edward Jones
Keith R
CFP®, ChFC®, Series 66
Milwaukie, OR
Edward Jones
Ronald W
Series 63
Gresham, OR
Edward Jones
Ryan C
Series 66
Milwaukie, OR
Edward Jones
Seddrick R
Series 63, Series 66
Milwaukie, OR
Fidelity
Seddrick Robinson is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to support clients in developing clear and tailored financial plans aligned with their individual goals. Seddrick has held various positions at Fidelity Investments since 2019, including Equity Compensation Analyst from 2022 to 2024, HSA Planner from 2020 to 2022, and High Engagement from 2019 to 2020. These roles have contributed to his expertise in areas such as equity compensation and health savings accounts. Outside of his professional work, Seddrick has interests in cooking and baking, fitness, golf, museums, and volunteering.
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Top 30 financial advisors of 778 near 97089
Out of 400,000+ nationwide