Advisors at this firm
Miranda D
Series 66
Springdale, AR
New Wave Wealth Advisors
Miranda Dubberly is a financial advisor with New Wave Wealth Advisors in Springdale, AR, holding a Series 66 designation and two years of industry experience. Prior to joining New Wave Wealth Advisors, she worked at Arvest Wealth Management and Arvest Bank. New Wave Wealth Advisors provides discretionary asset management and portfolio supervision for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning and retirement plan consulting as part of its services.
Caleb S
Series 66
Springdale, AR
New Wave Wealth Advisors
Caleb Smith is a financial advisor with New Wave Wealth Advisors in Springdale, AR, holding a Series 66 designation and 14 years of industry experience. He previously worked at Arvest Wealth Management and Arvest Asset Management. Caleb owns his advisory business through his LLC, Shamrock, and serves as a registered representative with DMK Advisor Group. New Wave Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers retirement plan consulting, including due diligence and third-party money manager recommendations.
Dustin S
Series 63, Series 66
Springdale, AR
New Wave Wealth Advisors
Dustin Stanley is a financial advisor at New Wave Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Arvest Wealth Management. Outside of his advisory role, he is a managing member and owner in the restaurant franchise NWA Pizza LLC (Papa John's). New Wave Wealth Advisors provides discretionary asset management and portfolio supervision for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning and retirement plan consulting as part of its services.
Kelly P
Series 66
Springdale, AR
New Wave Wealth Advisors
Kelly Penn is a financial advisor with New Wave Wealth Advisors in Springdale, Arkansas. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining New Wave Wealth Advisors, he worked at Purshe Kaplan Sterling Investments and Hynes & Associates, and he has served as an elected City Clerk for Farmington since 2013. New Wave Wealth Advisors provides discretionary asset management and portfolio supervision for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and also offers financial planning and retirement plan consulting services.
Hannah S
Series 66
Springdale, AR
New Wave Wealth Advisors
Hannah Stanley is a financial advisor at New Wave Wealth Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and Arvest Wealth Management. Outside of advisory work, she is a 50% owner and manager of New Wave Ventures, LLC, a holding company related to her firm's operations. New Wave Wealth Advisors provides discretionary asset management and portfolio supervision for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning and retirement plan consulting services.
Tomek S
Series 66
Springdale, AR
New Wave Wealth Advisors
Tomek Siwiec is a financial advisor at New Wave Wealth Advisors in Bentonville, AR, with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Sowell Management and Arvest Asset Management. Outside of advising, he is a licensed insurance agent. New Wave Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with modern portfolio theory and offers financial planning on a complimentary basis.