Finance & Investing Announces Financial Advisors of Austin for 2022

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Finance & Investing is pleased to announce our Financial Advisors of Austin for 2022

Finance & Investing is pleased to announce our Financial Advisors of Austin for 2022. The city of Austin has earned a reputation as a technology hub, most recently attracting billionaire Elon Musk, who built Tesla’s latest gigafactory in the city. Austin is already famous for companies like Dell and Oracle, each of which is headquartered here and scored spots on last year’s Fortune 500 list. Not surprisingly, Austin ranked as the second-fastest growing city in the United States this year with a 4.3% increase in GDP in the first nine months of 2022, surpassed only by San Francisco, according to a report by the American Growth Project, an initiative by UNC’s Kenan Institute of Private Enterprise. As Austin’s economy continues to flourish, this year’s advisors have played an important role in assisting its individuals and families across a variety of financial matters.

Among them, we would like to recognize Monica Bellner, Vice President and Financial Consultant with Charles Schwab, who as a former member of the high-net-worth group, uses her experience and knowledge to create modern plans to enable the financial health and habits of her clients. Jonathan Dayton, Senior Vice President, Financial Advisor and Senior Portfolio Management Director at Morgan Stanley, utilizes a broad range of planning techniques and investment solutions to implement a plan to help grow and preserve his client’s wealth. Also featured is Susan Palombo, a Financial Advisor and Senior Vice President at Baird, who in addition to a career in financial services is making a difference in her community by serving at Impact Austin, an organization that funds nonprofits in Central Texas.

Please join us in celebrating the accomplishments of Finance & Investing’s Financial Advisors of Austin for 2022.

Jonathan Dayton (Morgan Stanley), Rick Dunagan (Ameriprise Financial Services), Joel Pezzano (LPL Financial), Monte Vanstavern (Springs Wealth Group of Ameriprise Financial Services), Irma Hampton (LPL Financial), Chris Hernandez (Strategic Capital powered by Waterloo), Anthony Martin (Martin Wealth Management), Lisa Hutter (Comerica Bank), Patrick LaBorde (HilltopSecurities Investment Banking Solutions), Austin Locklear (Edward Jones), Gregory Garza (Coinbase), Susan Palombo (Baird), Christopher Dentinger (First Command Financial Services), Jim Woodcock (D.A. Davidson Companies), Shaun McDuffee (North Star Resource Group), Steve Kao (UPSTREAM Investment), Trammell Cooper (Genesis Wealth Management), Jet Carter (Griffin Financial Group), and many others.
To view the full list, visit

About Finance & Investing
Finance & Investing is a comprehensive source for research and information, business news, and corporate actions related to investment banking, wealth management and the public and private markets. The firm is run by a seasoned team of editors, writers and media professionals highly knowledgeable on finance and investing and the various firms and executives that make up the sector. Finance & Investing and its affiliates circulate its content to over 38,000 individuals and businesses.

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