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Brittney Aline Mc Auley

Advisor at Edward Jones — Brooksville, FL Cortez Blvd

Updated today

Credentials

Series 66

Experience

3 years

Location

Brooksville, FL 34601

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brittney Mc Auley is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her current role, she was employed by Hernando County Schools and Methodist School Center. She is also listed as a manager of record for a family-owned construction business in Brooksville, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Brooksville, FL Cortez Blvd

19496 Cortez Blvd

Brooksville FL 34601

Advisors at this office

2

Most active in

Florida · Texas

Work history

3 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Unemployed

2022 - 2022 • 1 year

Brooksville, FL

Hernando County Schools

2020 - 2022 • 2 years

Brooksville, FL

Methodist School Center

2018 - 2020 • 2 years

Brooksville, FL

Homemaker

2016 - 2018 • 2 years

Brooksville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Patrick M

CFP®, Series 65

Spring Hill, FL

Dougherty Investment Advisors

Patrick A. Manconi, CFP®, serves as a Senior Financial Advisor at Dougherty Investment Advisors, where he takes a disciplined and data-driven approach to financial advising. He works with clients to develop efficient and actionable financial plans tailored to their unique goals and priorities. As a fee-only fiduciary, Patrick provides objective advice in retirement planning, investment management, tax-efficient wealth strategies, and estate planning. His mission is to equip his clients with the tools they need to reduce financial stress and pursue their goals with confidence. Early in his career, Patrick became one of the youngest CERTIFIED FINANCIAL PLANNER® professionals in the country after completing the CFP Board’s education, examination, ethics, and professional experience requirements at the age of 23. He is currently pursuing a Master of Business Administration degree with a concentration in Finance from the New York University Stern School of Business. A third-generation Tampa Bay native, Patrick was born in Spring Hill and raised in Tampa. He earned dual Bachelor of Science degrees in Finance and Computer Engineering from the University of South Florida, graduating cum laude with both degrees. He competed as a Division I student-athlete on the USF Bulls football team and was named to the American Athletic Conference All-Academic Team. He is the son of decorated Vietnam veteran Sgt. Thomas Manconi and the grandson of Vince Vanni, a local educator and former president of The Greater Hernando County Chamber of Commerce. Patrick is inspired by his family’s longstanding commitment to service, education, and business leadership. Outside of the office, Patrick enjoys following USF athletics, staying active, volunteering, and spending time with family and friends. He is actively involved in the Hernando County community and serves on the board of a local nonprofit organization.

General retirement planning General tax planning Cash flow / budgeting Wealth management Inherited wealth Retired Self-Employed Sales Professional Dentist Engineering Professional Mid-Career Professionals Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964)
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Jordan D

CFP®, Series 63, Series 65

Spring Hill, FL

Glow Financial Planning LLC

Jordan Drinkhouse is a CFP® certificant affiliated with Glow Financial Planning LLC, bringing four years of industry experience. Prior to his current role, he worked at Xena Financial Planning, LLC and ENOW Financial. His background also includes experience with Nationwide Investment Services Corp and various other financial and non-financial roles. Glow Financial Planning LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm offers fee-only financial planning and investment management services, emphasizing Modern Portfolio Theory, asset allocation, and passive management through index funds and ETFs.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Ryan T

Series 65

Spring Hill, FL

Tower Wealth Planning

Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning Wealth management
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John D

Spring Hill, FL

Dougherty Investment Advisors

John Dougherty is a financial advisor at Dougherty Investment Advisors with 28 years of industry experience. He has been involved with John Archer Dougherty, Inc., a holding company where he serves as director and owner since 2003, and has worked with Dougherty & Associates, LLC since 1989. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios and offers discretionary management alongside comprehensive financial planning services.

General retirement planning General tax planning Cash flow / budgeting Wealth management
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Owen B

Series 65

Spring Hill, FL

Campbell & Company Wealth Management, LLC

Owen Burne is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. He has been with the firm since 2026 and has prior experience in the United States Air Force and Air Force Reserves. He also worked at the University of South Florida and Kan Pak LLC. In addition to his advisory role, Burne serves in the United States Air Force Reserves. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients. The firm primarily uses a passive investment approach with asset-class weighted portfolios constructed from index mutual funds and ETFs, supported by fundamental and cyclical analysis in its research process.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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Raymond D

Series 66

Dade City, FL

Meridian Wealth Group

Raymond Dimeo is a financial advisor at Meridian Wealth Group with 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his advisory role, he has ownership interest in a real estate-related business in Tampa, Florida, shared with his spouse. Meridian Wealth Group offers personalized financial planning, discretionary and non-discretionary investment management, and recently added divorce financial consulting to its services. The firm serves individuals, high-net-worth clients, and various entities, using fundamental analysis and a long-term strategic approach tailored to client objectives.

Private / alternative investments Annuities Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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