Daily Investment Tips

If you are looking for a top financial advisor around Houston, Texas you may start your search by looking at a list of top 100 financial advisors in the state of Texas.

The following 10 financial advisors from Houston made it into the list.

1. William Gouldin of Morgan Stanley Smith Barney was the top advisor from Houston at number 2.

2. Nestor Vicknair of Merrill Lynch was ranked at number 3

3. Will Leven of UBS PWM was ranked at number 4

4. David Novelli of Morgan Stanley Smith Barney was ranked at no. 7.

5. Howard Lorch of Wells Fargo Advisors was ranked at number 10

6. Richard Ashcroft of Wells Fargo Advisors was ranekd at number 11

7. James Coffee of Merrill Lynch was ranked at number 12

8. Scott Tiras of Ameriprise Financial was ranked at number 15

9. David Harris of UBS Financial Services was ranekd at number 16

10. Elizabeth Lockwood of UBS Financial Services was ranked at number 17

For other top financial advisor around Houston check out Barron Top 100 financial advisors.

Another place to look for financial advisor around Houston is to look up the financial advisor listed in Yelp. One thing I like about Yelp listing is that the advisors are reviewed by users. People who have had a business relationship with the financial advisor.

Check out YELP Houston

written by Constantine Njeru \\ tags: Ameriprise, Ameriprise Financial, Business Relationship, David Harris, Financial Advisors, Gouldin, Lorch, Merrill Lynch, Morgan Stanley, Novelli, Number 17, Pwm, Richard Ashcroft, Smith Barney, Stanley Smith, Top Financial Advisor, Ubs Financial Services, Vicknair, Wells Fargo, Yelp

If you are looking for financial advisors around or near Bellevue, Washington you have various.

My first option I recommend you have look at the list of top 100 financial advisors in the state of Washington by Barron. The financial advisors are ranked by Asset under management.

Barron Top 10 Financial Advisors Around Bellevue

1. Phil Scott of Merrill Lynch was ranked at No. 1

2. Jeffrey Crosby of Ameriprise Financial was ranked at No. 4

3. Kevin Fitzwilson of Coldstream was ranked no. 9

4. Michael of Ernst Morgan Stanley Smith Barney was ranked at no. 10

5. Paul Ried Paul of R. Ried Financial Group was ranekd at no. 11

6. Kathleen Weber of Morgan Stanley Smith Barney was ranekd at no. 13

7. Terry Cook of UBS PWM was ranked at no. 14

8. Michael Boone of MWBoone and Associates was ranked at no. 16

9. Michael Matthews of UBS PWM at no. 18

10. York Harris of Merrill Lynch was ranked at 20

My second option is to go through to Yelp the online market place and go through the listing of financial advisors. The financial advisors are reviewed by users of the website.

See Yelp Financial advisors page

written by Constantine Njeru \\ tags: Ameriprise, Ameriprise Financial, Barron, Bellevue Washington, Coldstream, Financial Advisors, Financial Group, First Option, Kathleen Weber, Merrill Lynch, Michael Boone, Michael Matthews, Morgan Stanley, Pwm, Smith Barney, Stanley Smith, State Of Washington, Terry Cook, Ubs, Yelp

If you are looking for a top financial advisor located in Chicago you may consider looking at the list of Top 50 financial advisors in the state of Illinois.

The following financial advisors from Chicago city made it into the list : -

1. Bruce Lee of Credit Suisse Securities was No. 2

2. Raj Bhatia of Merrill Lynch was No. 3

3. William Easom of Morgan Stanley Smith Barney was no. 4

4. Mark Hutchinson of Morgan Stanley Smith Barney was No. 6

5. John Ver Bockel of Merrill Lynch was ranked no. 7

6. Jim Moriarity of Morgan Stanley PWM was ranked no. 8

7. Michael Cohen of J.P. Morgan Securities was ranked no. 9

8. Steve Nakovich of Morgan Stanley Smith Barney was ranked no. 10

9. Greg Pusinelli of William Blair & Company was no. 11

10. Michael Gallagher of Morgan Stanley Smith Barney was ranked no. 12

written by Constantine Njeru \\ tags: Amp Company, Bhatia, Chicago City, Credit Suisse, Easom, Financial Advisors, J P Morgan, J P Morgan Securities, Mark Hutchinson, Merrill Lynch, Michael Cohen, Michael Gallagher, Morgan Stanley, Moriarity, Pwm, Smith Barney, Stanley Smith, State Of Illinois, Top Financial Advisor, William Blair

For investors living around Palm Beach, Florida. If you are searching for a financial advisor to manage your money or on how to invest you may consider having a look at the list of 100 financial advisors in the state of Florida.

The list was compiled by barrons online. The following financial advisors based in Palm Beach made it into the list.

1. Kevin McCluskey of Wells Fargo Advisors, he was ranked no. 15

2. Kurt Sylvia of UBS Financial Services was ranked at No. 18

3. James Mahoney of Merrill Lynch Palm Beach was ranked at No. 19

4. Gregory O’Hare of Merrill Lynch was ranked at No. 24

5. Michael Nickler of Morgan Stanley Smith Barney was ranked No. 28

6. Christopher Andrews of Merrill Lynch was ranked no. 39

7. Thomas Smith of UBS Financial Services was ranked no. 43

8. Anthony Rizzo Deutsche Bank Alex. Brown was ranked no. 48

9. Karen McKinley of Merrill Lynch Palm Beach was ranked No. 67

Source Barron top 100 financial advisors

written by Constantine Njeru \\ tags: Barron, Barrons Online, Deutsche Bank, Deutsche Bank Alex Brown, Financial Advisors, James Mahoney, Kevin Mccluskey, Mckinley, Merrill Lynch, Morgan Stanley, Nickler, Palm Beach, Palm Beach Florida, Rizzo, Smith Barney, Stanley Smith, Thomas Smith, Top Financial Advisor, Ubs Financial Services, Wells Fargo

If you are searching for a financial advisor based in Aventura Florida, you may taking a look at the rankings of top financial advisors from the state of Florida.

The ranking of top financial advisors was by Barron online. The following financial advisors based in Aventura made it on to the top one hundred.

1. Allan D. Yarkin of Morgan Stanley Smith Barney was ranked No. 4

2. Andrew Schultz of Morgan Stanley Smith Barney was ranked no. 5

3. Stephen Bloch also of Morgan Stanley Smith Barney was ranked no6

4. Leonard Suskind of Morgan Stanley Smith Barney was ranked no.42

5. Myron Stayman of Merrill Lynch was ranked no.52

All this high street financial advisors require a minimum of $1m to open an account.

Listing of Financial Advisory firms Aventura Florida

Apart from the high street financial advisors there are many financial advisors located in Aventura. Here is a list of some of this firms, more can be found online :-

Halpern Capital

Ameriprise Financial

Triangle financial services

Coramar Investment inc

Lifespring financials

Aruba Investments

America Capital Ventures

written by Constantine Njeru \\ tags: 1m, Ameriprise, Ameriprise Financial, Andrew Schultz, Aruba, Aventura Florida, Barron, Capital Ventures, Financial Advisors, Financial Advisory Firms, Halpern Capital, Lifespring, Merrill Lynch, Morgan Stanley, Myron, Smith Barney, Stanley Smith, Stayman, Stephen Bloch, Suskind

If you live in Miami and you need a financial advisor you may look at the list of top 100 financial advisors in Florida by Barron Online.

On that Barron list the following financial advisors were ranked among the top 100.

1. Patrick Dwyer of Merrill Lynch was ranked no 1 on the list

2. Michael Wilson of Merrill Lynch was ranked no 31 on the list

3. Alexander Fernandez  of Morgan Stanley Smith Barney was ranked no. 32

4. Matias Cavalieri of Morgan Stanley Smith Barney was ranked at No. 47

If you are not interested in the highstreet financial advisory firms you may look at independent financial advisors around Miami.

1. Ashley A. O’Kurley of John Hancock Financial Services
2. Luisa M. Bravo of L. M. Bravo & Associates
3. Richard G. King of Richard G. King Insurance Agency, Inc
4. Jorge E. Mercado, of Jorge Mercado & Associates, Inc
5. Donald Allan Brown, of Brown & Associates

written by Constantine Njeru \\ tags: Alexander, Amp, Ashley, Barron, Cavalieri, Financial Advisor, Financial Advisors, Financial Advisory Firms, Independent Financial Advisor, Independent Financial Advisors, Insurance, Insurance Agency Inc, John Hancock Financial, John Hancock Financial Services, King Insurance, Luisa, Merrill Lynch, Michael Wilson, Morgan Stanley, Patrick Dwyer, Smith Barney, Stanley Smith

In this Wall Street Journal article Christopher Jones, a New York financial planner has some clever ideas on how to allocate money during this period of low interest rate.

Mr. Jones is advising clients who can afford to pay cash for a home to take out a mortgage instead and invest the funds in a diversified portfolio. “If you look at where the market is now and where it could be five to 10 years from now, the return potential is significant,” he says. Ideally, investors would want to borrow at rates below 5% and invest the money in a well-diversified portfolio aiming to return 8% a year over 10 to 15 years.

Read the whole article at Wall Street Journal

written by Constantine Njeru \\ tags: 10 Years, Christopher Jones, Clever Ideas, Diversified Portfolio, Financial Advice, Financial Investing, Financial Planner, Interest Rate, Investing Advice, Investors, Money, Mortgage, Street Journal Article, Wall Street, Wall Street Journal

If you are a Newport beach resident and in need of a financial advisor we suggest you start by looking at the list of top 100 financial advisors in California. The list was compiled by Barron online.

Barron top 100 financial advisors near California.

The list included the following advisors from Newport beach area:-

1. Troy Armstrong of Merrill Lynch was ranked No. 32
2. Bob Klein of J.P. Morgan Securities was ranked No. 44
3. Mark Binder of Merrill Lynch was ranked at No. 58
4. Laila Marshall of -Pence Pence Wealth Management was ranked No. 63
5. Ed Levin of UBS Financial Services was ranked at No. 70.

If you are not looking for a financial advisor from a high street firm and what you want is an independent financial advisor,  then you can look at the following firms around Newport Beach.

1. Raymond James Financial Advisors
2. Richter Robert Financial Advisors

written by Constantine Njeru \\ tags: Armstrong, Barron, Bob Klein, Ed Levin, Financial Advisors, Independent Financial Advisor, J P Morgan, J P Morgan Securities, Laila, Mark Binder, Marshall, Merrill Lynch, Newport Beach Area, Newport Financial, Pence, Raymond James Financial, Richter, Ubs, Ubs Financial Services, Wealth Management

With high net worth individuals around Los Angeles, the city has a large population of financial advisors. Financial advisors are spread from high street wallstreet to your next door independent advisors.

If your search is for the high street advisors, one suggestion is to look at the ranking of California financial advisors by barrons online.

Top Five Financial Advisors around Los Angeles

According to Barron the following financial advisors made up top six of their ranking :-

1. Drew Zager Morgan Stanley PWM
2. Steve Lockshin - Convergent Wealth Advisors
3. Bruce Treitman - Deutsche Bank Alex. Brown
4. Palmer Murray - Morgan Stanley PWM
5. Richard Jones - Merrill Lynch
6. Steven Levine - UBS Financial Services

Others notable financial advisors near Los Angeles and not on the Barron list and whom you can easily find online are:-

1. Westlake Financial Services Los Angeles
2. Axa Advisors Los Angeles
3. Strategic Financial Group Los Angeles
4. HREC Financial Advisors Los Angeles
5. Oaktree financial Los Angeles

Just keep in mind being more expensive does not mean they are the best. One of the best ways to find potential financial advisor is by talking to others. Check with friends and family or anyone else that you trust for referrals as well. Your family and friends have your best interest at heart and you can never go wrong asking for their advise.

written by Constantine Njeru \\ tags: Axa Advisors, Axa Financial, Convergent Wealth Advisors, Deutsche Bank Alex Brown, Financial Advisors, Financial Group, High Net Worth Individuals, Hrec, Independent Advisors, Merrill Lynch, Morgan Stanley, Murray Morgan, Oaktree, Pwm, Steven Levine, Strategic Financial, Ubs Financial Services, Wallstreet, Westlake Financial Services, Zager

If you live around San Francisco and you need suggestions for a good financial advisors you need to look for a great financial advisor. Not one of those cut throat brokers that are just out to get your commission on trades. But one with your best interest at heart.

Looking for a Top Ranked Financial Advisor In San Francisco on Barron List

One of the places to find a Financial Advisor around San Francisco is the ranking of top financial advisors in San Francisco by Barron Online.

According to the 2010 Barron Ranking of San Francisco financial advisors, Top five were :-

1. Troy Griepp of Morgan Stanley PWM
2. Dan Osborne Merrill Lynch
3. James Hulburd Merrill Lynch
4. Sanford katz Credit Suisse Securities
5. David La placa Deutsche Bank Alex. Brown

San Fransisco Independent Financial advisors

These are the big firms and like all other big firms they don’t come cheap. If they are expensive for you, you can always look for the independent advisors based around San francisco.

Another good place to find the San Francisco financial advisors is at Yelp online. This financial advisors are rated by people like, people who have done business with them. You can search for financial advisors near your neighbourhood and read other people have to say about them.

written by Constantine Njeru \\ tags: Barron, Best Interest, Credit Suisse, Cut Throat, Deutsche Bank, Deutsche Bank Alex Brown, Heart, Independent Advisors, Independent Financial Advisors, Katz, Merrill Lynch, Morgan Stanley, Neighbourhood, Pwm, San Francisco, San Fransisco, Sanford, Suggestion, Trades, Yelp