Interest in this listing prompted us to develop a sister site for the sole purpose of aggregating financial advisor Twitter accounts and tweets. For an up-to-date listing of who's tweeting and what's being said, you will be directed in 10 seconds to AdvisorTweets.com. Or, follow our Twitter lists:
Thanks to Twitter, financial advisors are now able to be known as more than just names and numbers
stored in a CRM. Marketers who use Twitter to deepen their understanding of the advisor can
optimize their prospects for creating increasingly relevant communications. What's more, you will be
in a position to share what's learned with your colleagues at your asset management firm. (For more,
download Rock The Boat Marketing's free eBook Who Says You Can't? 5 Friction-less Ways
Investment Management Marketers Can Take Part in Social Media.)
A Twitter directory is available on IFALife.com, an England-based social networking site for
independent financial advisers, financial planners and mortgage professionals. Twitter-using financial
advisors also register themselves in the general-purpose Twitter directories (WeFollow.com,
Twibs.com, Twellow.com) but we know of no directory of U.S.-based financial advisors. Rock The
Boat is committed to maintaining this listing because we believe in the mutual benefits that can
accrue when the investment management provider better understands the financial advisor.
Also see:
Mutual Funds And ETFs Using Social Media
Mutual Funds And ETFs Using Twitter
Broker-Dealers Using Social Media
Financial Advisors Using Social Media
Investment Media Using Twitter
Advisors listed in alphabetical order, according to their names not Twitter handles. Links go to the
advisor's Twitter profile page.
ALABAMA
ProAsset
Norman Berk, wealth manager/financial planner, Birmingham, AL
JoeDonaldson
Joe Donaldson, financial planner, Auburn, AL
ScottDCole
Scott Cole, CFP, Birmingham, AL
ARIZONA
JAlbright
Jon Albright, CFP, Mesa, AZ
DanaAnspach
Dana Anspach, financial advisor, Scottsdale, AZ
MEFinancial
Michelle Evard, CFP, Phoenix, AZ
BGFinancial
Glen E. Polcyn, CFP, Sedona, AZ
KPOReilly
Kevin O'Reilly, independent fee-only financial planner, Phoenix, AZ
DRShebesta
Darin R. Shebesta, financial planner, Chandler and Scottsdale, AZ
PlannerFeeOnly
Linda Stratton, fee-only financial planner, Tucson, AZ
JereWebb
Jere Webb, financial planner, Tucson, AZ
BryanWisda
Bryan Craig Wisda, fee-only financial planner, Scottsdale, AZ
ARKANSAS
KenClarkCFP
Ken Clark, CFP, Little Rock, AR
CALIFORNIA
DavidAmann
David Amann, financial advisor, Edward Jones, Redwood City, CA
StandSure
Jeff Anderson, investment advisor, Del Mar, CA
Skyboub
Julian Boubel, financial advisor, Palo Alto, CA
JDBuerger
John Buerger, CFP, San Luis Obispo, CA
ChrisCooperCFP
Chris Cooper, CFP, San Diego, CA
CurtisFinancial
Cathy Curtis, CFP, San Francisco Bay area
FeeOnly_CFP_LA
Jana Davis, fee-only financial planner, Manhattan Beach, CA
JohnDubots
John Dubots, financial advisor, Temecula, CA
Financialcompas
Financial Compass, RIA, Palmdale, CA
TaylorFrigon
Taylor Frigon, investment manager, Paso Robles, CA
FeeOnlyAdvisor
Jennifer Hartman, fee-only financial planner, Los Angeles, CA
MadvisoryLLC
Gus Marwieh, investment advisor representative, San Clemente, CA
IMausner
Ian Mausner, financial advisor, San Diego, CA
DonMeredith
Don Meredith, financial advisor, San Diego, CA
LibbyMihalka
Libby Mihalka, fee-only financial planner, Livermore, CA
ChuckRylant
Chuck Rylant, fee-only financial planner, Santa Maria, CA
BSalvini
Brook Salvini, CFP, Avila Beach, CA
MHSchneider
Meredith Schneider, fee-only financial planner, Woodside, CA
SierraPacificFA
Sierra Pacific, CFP firm, San Francisco Bay area, CA
VaughnWoods
Vaughn Woods, CFP, La Jolla, CA
CVanSlyk
Christopher VanSlyke, CFP, Solana Beach, CA
COLORADO
DenverWealthMgr
Mitch Behm, financial advisor, Edward Jones,Denver, CO
ChanceCarson
Chance Carson, investment advisor, Colorado Springs, CO
Nalini2
Nalini Indorf Kaplan, fee-only investment advisor, Boulder, CO
LindaYowsLeitz
Linda Yows Leitz, fee-only financial planner, Colorado Springs, CO
ARicherLife
Steve Martin, fee-only financial planner, Fort Collins, CO
DamiBoulder
Robert Pyle, CFP, Boulder, CO
EconomyTracker
Denisa Tova, fee-only CFP, Colorado Springs, CO
COFeeOnlyCFP
Jane M. Young, CFP, Colorado Springs, CO
CONNECTICUT
PJSacchetta
Pasquale J Sacchetta, CFP, Westport, CT
GregSkidmore
Belray Asset Management, Greenwich, CT
ToddWarner
Todd Warner, financial planner, Hartford, CT
WASHINGTON, D.C.
FidoJoe
Joe Gallagher, financial planner
FLORIDA
PortfolioMgr
Alan Giese, fee-only financial planner, Davi, FL
Doug_Ingram
Doug Ingram, Winter Haven, FL
AJotkoff
Alan Jotkoff, financial advisor, Melbourne, FL
OurJay
Rick Johnson, CFP, Jacksonville, FL
CraigKoller
Craig Koller, CFP, Tampa, FL
JamesMewborn
James W. Mewborn, financial planner, Lakeland, FL
WendyNamack
Wendy Namack, CFP, North Port, FL
DeanPiccirillo
Dean Piccirillo, CFP, Fort Myers, FL
BobRall
Bob Rall, fee-only investment advisor, Merritt Island, FL
GEORGIA
AlbertyFP
Laurel Albert, Watkinsville, GA
WoodyAlpern
Woody Alpern, FPS investment advisor, Atlanta, GA
401kDoc
Jaime Benedetti, CFP, Ameriprise, Atlanta, GA
ToddBlack
A. Todd Black, Cumming, GA
RichLifeAdvisor
Beau Henderson, financial advisor, Atlanta, GA
SmallBiz401k
Matt Hudgins, CFP, Atlanta, GA
TeriTornroos
Teri Thomas Tornroos, fee-only financial planner, Marietta, GA
YourWealth
Mitchell Reiner, CFP, Atlanta, GA
IDAHO
DiniHarris
Dini Harris, financial advisor, ID
ILLINOIS
SharonCAllen
Sharon Allen, fee-only wealth manager, IL
BlankenshipFP
Jim Blankenship, CFP, New Berlin, IL
RBuckner
Ray Buckner, personal finance coach, PFS Investments, Chicago, IL
JulieCasserly
Julie Casserly, CFP, Chicago, IL
JamesMounier
Jim Mounier, financial advisor, Rockford, IL
BrianPlain
Brian Plain, CFP, Oak Park, IL
JeffRoseCFP
Jeff Rose, CFP, Carbondale, IL
FSNWealth
Marion J. Tucker, financial planner, Matteson, IL
RWohlner
Roger Wohlner, fee-only CFP, Arlington Heights, IL
INDIANA
CharlesFMiller
Charles F. Miller, fee-only financial planner, Indianapolis, IN
CNorwood
Christopher Norwood, fee-only financial advisor, Carmel, IN
TTPayne
Taylor Payne, CFP, Evansville, IN
JeremyVoh
Jeremy Vohwinkle, South Bend, IN
IOWA
QSweeney
Quendy Sweeney, financial advisor, Edward Jones, Indianola, IA
MAINE
MichaelDonahoe
Michael Donahoe, fee-only financial planner, Portland, ME
MARYLAND
DawnOnWealth
Dawn Doebler, CFP, Baltimore, MD
AFSimon
Annette Simon, fee-only financial advisor, Chevy Chase, MD
BruceWiener
Bruce Wiener, fee-only financial advisor, Potomac, MD
Mzhuang
Michael Zhuang, financial planner and "investment scientist," Bethesda, MD
MASSACHUSETTS
FourPonds
David McPherson, financial planner, Falmouth, MA
MICHIGAN
TedFeight
Ted Feight, CFP, Lansing, MI
Feeonlyplanner
George Papadopoulos, CPA/PFS, CFP, Novi, MI
Reese_Dan
Dan Reese, CFP, Jackson, MI
DennisTubbergen
Dennis Tubbergen, financial advisor, MI
AndyZeno
Andy Zeno, financial advisor, Grand Rapids, MI
MINNESOTA
BobSDavis
Bob Stai Davis, CFP, Bloomington, MN
JDPitzl
Joe Pitzl, financial planner, St. Paul, MN
MISSOURI
Clayleas
Jim Cornfeld, investment advisor/CFP, St. Louis, MO
Family_finances
Dan Danford, investment adviser, St. Joseph, MO
MoneyClarity
Joe High, financial advisor, St. Louis, MO
KristineMcK
Kristine McKinley, financial advisor, MO
LesNeudorf
LesNeudorf, financial advisor, St. Louis, MO
NEVADA
BehaviorGap
Carl Richards, Las Vegas
NEW HAMPSHIRE
MikeBonacorsi
Mike Bonacorsi, CFP, Amherst, NH
MichaelBRubin
Michael B. Rubin, CFP, Portsmouth, NH
Baypoint
Scott Sullivan, fee-based planner, Bedford, NH
BreakingAway
Sherrill St. Germain, fee-only financial planner, Hollis, NH
NEW JERSEY
Ama102
Andrew Aran, financial advisor, Midland Park, NJ
Sage_Cupo
Sheri Iannetta Cupo, CFP, Morristown, NJ
GordonFinancial
Gordon Financial Group, financial advisor, Clifton, NJ and Stamford, CT
401kExpert
Thomas Mullooly, fee-only financial planner, NJ
StevenOrlowski
Steven Orlowski, CFP, Somers Point, NJ
PhilanthropyCFP
Richard J. Krasney, CFP, Livingston, NJ
DiahannLassus
Diahann W. Lassus, fee-only wealth manager, NJ and FL
JPSilvaJr
Silva Financial Services, Mt. Holly, NJ
NEW YORK
InvestmentGuide
Mark Blinderman, registered investment advisor, New York, NY
CaryJames
Cary James, financial advisor, Merrill Lynch, New York, NY
ThomasVaccaro
Thomas C. Vaccaro, CFP, Saugerties, NY
NORTH CAROLINA
TomMorrisNMFN
Tom Morris, CFP, North Carolina
NC_Parkers
Allen Parker, CFP, Edward Jones, Raleigh-Durham, NC
TaylorFinancial
Ed Taylor, fee-only advisor, Wilmington, NC
OHIO
JeffAlten
Jeff Alten, financial planner, Bay Village, OH
CFPAmanda
Amanda Bashore, CFP, Cincinnati, OH
Marcus_Grooms
Marcus Grooms, fee-based wealth advisor, Cincinatti, OH
Confiancellc
Pamela Sandy, CFP, Cleveland, OH
GrowthGuy2
Don James, CFP, Cleveland, OH
BrianMahany
Brian Mahany, fiduciary financial planner, NW Ohio, SE MI
Peak_Financial
Peak Financial, registered investment advisor, Galena, OH
AdamZuercher
Adam Zuercher, CPA, CFP, Findlay, OH
OKLAHOMA
Stepbystepbaok
Kevin F. Jacobs, fee-only CFP, Broken Arrow, OK
OREGON
ArronDieter
Arron Dieter, registered investment advisor, Portland, OR
TimKober
Tim Kober, CFP, Portland, OR
DomSitowski
Dominic Sitowski, investment advisor, Portland, OR
PNW_Retirement
William Smothers, Portland, OR
PENNSYLVANIA
RetirementPlanr
Michael Peterson, Chambersburg, PA
OldPerfessor
Greg Staub, independent fee-only financial planner, Hanover, PA
SOUTH CAROLINA
JeremyFinger
Jeremy Finger, financial advisor, Wachovia Securities, Myrtle Beach, SC
LifeSpanPlan
Scott Spann, CFP, Charleston, SC
SOUTH DAKOTA
RickKahler
Rick Kahler, MS, CFP, Rapid City, South Dakota
TENNESSEE
TheMoneyGeek
Sam Fawaz, CPA, CFP, Franklin, TN and Canton, MI
BryanSJones
Bryan S. Jones, CFP, Nashville, TN
TEXAS
LeoGoldNCS
Leo Gold, financial advisor, Houston, TX
JeanKeener
Jean Keener, fee-only financial planner, Keller, TX
Dilligas66
Randy Matthews, financial advisor, Dallas, TX
RomanFinancial
James Roman, Dallas/Fort Worth, TX
CurtisASmithCFP
Curtis A. Smith, CFP, Sugar Land, TX
NeilVannoy
Neil Vannoy, CFP, Waco, TX
AskJune_USAA
June Walbert, financial planner, San Antonio, TX
VIRGINIA
EWBradley
Ed Bradley, CFP, Richmond, VA
InvestorCoachVA
Dan Hill, CFP, Williamsburg, VA
Negley
James Negley, investment advisor, Glen Allen, VA
WASHINGTON
DLBarr
Dave Barr, independent financial advisor, Kennewick, WA
BrandyJC
John C. Brandy, financial advisor, Edward Jones, Seattle, WA
CurtisErickson
Curtis Erickson, fee-only financial advisor, Seattle, WA
KimM53
Kim Miller, CFP, Redmond, WA
JeffOtis
Jeff Otis, investment advisor, Kirkland, WA
WEST VIRGINIA
RussellDunkin
Russell Dunkin, CFP, Wheeling, WV
WISCONSIN
MikeJMacco
Mike Macco, financial advisor, Green Bay, WI
Comments
Hi Pat -- THANK YOU so much for recommending my tweets!!
I was updating my follows and adding new folks that you've added to the Financial Advisor List.
Jones Advisor in Florida shows up as a non-existent twitter when I click on the link.
Thanks again!! Have a GREAT weekend!!
Wendy
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