Arty Finkelberg,

Nationally recognized as one of the country’s outstanding wealth managers, Arty Finkelberg for more than 40 years has planned and implemented investment strategies for clients to and through retirement. He leads Finkelberg Investments of Raymond James, a four-member team that believes in hands-on portfolio management based on fully understanding the client’s risk tolerance and financial goals.

Arty, who also serves as Managing Director of Investments at the Raymond James & Associates office in Ridgeland, oversees more than $700 million assets under management. Numerous national business publications have honored him for his professionalism and integrity, including:

• Barron’s for 12 consecutive years on its annual list of the Top 1,200 Financial Advisors in the country, 2014-2025*
• Forbes as one of the Best In-State Wealth Advisors 2025**

Arty holds the Chartered Financial Analyst designation, an advanced accreditation that requires a thorough study and examination process. The CFA designation demands high integrity and professional standards. He later was elected president of the CFA Society for Mississippi. Arty also earned accreditation as a CERTIFIED FINANCIAL PLANNER™ professional.

His investment management strategy is designed to take emotion and worry away from the investor by steadfastly following a proprietary research model he and his team developed. For nearly 25 years Finkelberg Investments has utilized this comprehensive methodology and provided thoughtful, insightful strategies for clients throughout market cycles.

“People trust us with their wealth, their life savings, and we take that responsibility very seriously. Our mission is to deliver wealth management expertise with kindness and to help clients reach their financial and retirement goals with a minimum of worry.”

He earned a Bachelor of Arts in Philosophy from the State University of New York, and a Master of Business Administration and a Certificate in Professional Accounting from Mississippi College. In 2021 the Mississippi College School of Business honored him as Alumnus of the Year. ***

Arty resides in Jackson and is an active member of Beth Israel Congregation, serving on the boards of both Beth Israel and the Jackson Jewish Federation. Arty also sits on the Board of Directors for the Mississippi Center for Public Policy, a nonpartisan free market think tank. His wife Amy is an ordained Baptist minister and served as an Associate Pastor at Northminster Baptist Church for more than 12 years. She remains an active volunteer at Northminster and preaches at various churches in central Mississippi.

Outside the office, Arty competes in marathons and has medaled in sprint events at the Mississippi Senior Games. A native New Yorker, he is an unabashed and long-suffering New York Mets fan (which some might say is redundant). A harness racing enthusiast since working in a stable to help pay for college, Arty is the proud owner of several talented racing Standardbreds. Ponda Warrior won the 2023 Dan Patch Stakes and competed in the Breeders Crown, one of the sport’s most prestigious championship races.

*Source: Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024 and was released on 03/10/2025. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.

**The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

*** This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Mississippi College School of Business.