Advisors at this firm
Michael M
Series 65
Lewisville, TX
Naviter Wealth, LLC
Michael Mairs is a financial advisor at Naviter Wealth, LLC with a Series 65 credential and experience in mortgage lending and mergers and acquisitions. He has worked at Naviter Wealth since 2026 and currently serves as COO of MDR & Associates Inc., a business brokerage and M&A firm. Prior to these roles, he held positions in mortgage lending at Integrity Mortgage Corp of Texas and Homebridge Financial Services, Inc. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.
Jordan B
CFP®, Series 66
Little Rock, AR
Naviter Wealth, LLC
Jordan Bauer is a CFP® with nine years of industry experience. He is currently with Naviter Wealth, LLC, where he has worked since 2021, following five years at Stephens Inc. Bauer is also a licensed independent insurance agent. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.
Robert B
Series 63, Series 66
Laurel Hill, FL
Naviter Wealth, LLC
Robert Brooks is a financial advisor with Naviter Wealth, LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. His prior roles include positions at Resurgent Advisors, FinTrust Brokerage Services, Stephens, and Fisher Investments. Brooks is also involved with the Wealth Advisor Growth Network, supporting RIA and broker-dealer teams with technology and back-office services. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.
Matthew E
Series 63, Series 65
Little Rock, AR
Naviter Wealth, LLC
Matthew Estes is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LEVEL FOUR ADVISORY SERVICES, Sowell Management, Morgan Stanley Distribution, and Prudential Financial Planning Services. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using a range of investment vehicles and offers access to private funds and independent managers.
John K
CFP®, Series 66
Little Rock, AR
Naviter Wealth, LLC
John Kornet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Naviter Wealth, LLC. Prior to joining Naviter Wealth in 2021, he worked at Stephens Inc. from 2014 to 2021. He is also a licensed independent insurance agent. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using various asset classes and offers access to private funds and independent managers.
Daniel R
Series 66
Little Rock, AR
Naviter Wealth, LLC
Daniel Russell is a financial advisor with Naviter Wealth, LLC in Little Rock, Arkansas, holding a Series 66 designation and seven years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Stephens Inc. Russell also acts as an agent for Naviter Wealth's fixed insurance business through Lion Street, focusing on existing client policies. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.
Carter R
Series 65
Little Rock, AR
Naviter Wealth, LLC
Carter Robinson is a financial advisor with Naviter Wealth, LLC in Little Rock, AR. He holds a Series 65 designation and has been with Naviter Wealth since 2024. Prior to his advisory role, he was involved with Randy Carter Construction for three years and has been affiliated with Oklahoma Christian University since 2021. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and discretionary portfolio management through a multi-advisor team. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios.
Trevor B
Series 63, Series 65
Little Rock, AR
Naviter Wealth, LLC
Trevor Booth is a financial advisor at Naviter Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AcreTrader Financial, LLC and TD Ameritrade. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using a range of securities and selective alternative investments.
Jackson R
Series 63, Series 66
Little Rock, AR
Naviter Wealth, LLC
Jackson Ratcliff is a financial advisor at Naviter Wealth, LLC in Little Rock, Arkansas, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stephens Inc from 2011 to 2023. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes.
Caitlin M
CFP®
Little Rock, AR
Naviter Wealth, LLC
Caitlin Mc Daniel is a CFP® professional with five years at Naviter Wealth, LLC and a total of two years of industry experience. Prior to joining Naviter Wealth, she worked at the Federal Reserve Bank of Kansas City for three years. Naviter Wealth, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using various asset classes and offers access to private funds and independent managers.
Bentley B
CFP®, CFA®, Series 63, Series 65
Little Rock, AR
Naviter Wealth, LLC
Bentley Blackmon is a CFP® and CFA® with 30 years of industry experience, currently serving at Naviter Wealth, LLC since 2021. His prior experience includes 17 years at Stephens Inc. and a year at One Point Seven Wealth LLC. Outside of his advisory role, he serves on the board of a mental healthcare clinic and participates on the investment committee of a private equity firm. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach, combining fundamental and technical analysis to build diversified portfolios using a variety of asset types and offers access to private funds and independent managers.
Lyndell W
Series 66
Little Rock, AR
Naviter Wealth, LLC
Lyndell Worthen is a financial advisor at Naviter Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years before joining Naviter Wealth in 2021. Worthen is also a licensed independent insurance agent. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $1.46 billion for about 289 clients and employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios.
Grant S
Series 63, Series 65
Little Rock, AR
Naviter Wealth, LLC
Grant Stevenson is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Stephens Inc., Simmons Bank, IMC Companies, and a four-year period at the University of Arkansas at Fayetteville. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis to construct diversified portfolios and manages approximately $1.46 billion for about 289 clients across a multi-advisor team.
Blake A
CFP®, Series 66
Little Rock, AR
Naviter Wealth, LLC
Blake Abston is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with Naviter Wealth, LLC and has previously worked at LPL Financial, Garland & Greenwood Wealth Advisors, and Mass Mutual. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios, managing approximately $1.46 billion for about 289 clients across a multi-advisor team.