Chaney Sims

Advisor at Edward Jones

Updated today

Location

Waldorf, MD 20603

Credentials

Series 66

Industry experience

< 1 year

About

Chaney Sims is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Chaney worked at Greystar and held roles in education and retail, including involvement with The Vegan Club. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and services supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Government Employee

Demographic focus

Women Professionals Young Professionals

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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

173 St Patricks Dr Suite 102

Waldorf, MD 20603

Most active in

Maryland · Texas

Work history

Edward Jones

2025 - Present (1 year)

Unemployed

2025 - 2025 (1 year)

Greystar

2024 - 2024 (1 year)

Cleveland State University

2023 - 2025 (2 years)

The Vegan Club

2022 - 2025 (3 years)

Rue 21

2020 - 2022 (2 years)

Bruster's Real Ice cream

2020 - 2022 (2 years)

Full Time Education

2009 - 2020 (11 years)

Disclosures

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

Business activities & affiliations

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Timothy Wesling is a CFP®-certified financial advisor with 22 years of industry experience. He is the sole advisor at Wesling Financial Planning Services Corp. in Alexandria, VA, and has worked at Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates fundamental analysis with both long-term and short-term trading strategies, providing customized Investment Policy Statements and maintaining discretionary trading authority for ongoing engagements.

Divorce financial planning College savings (529s, UTMA, etc.)
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CFP®, Series 66

La Plata, MD

Parker Financial, LLC

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

ESG / Sustainable investing Wealth management Founder/Business Owner Women Professionals Mid-Career Professionals
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Frank F

Series 65

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

CFP®, Series 63, Series 65

Fort Washington, MD

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Andrea Brashears Sampson is a CFP® professional with 12 years of experience in financial planning. She is the principal of Wise Financial Counsel, LLC and has previously worked at West Financial Services, Inc., Wealthcare Financial Group, Inc., and Omega Wealth Management. Outside of financial advising, she serves as president of GIGS Music Productions, LLC, which promotes songwriting and music distribution, and WE R WISE, Inc., a nonprofit focused on networking and professional development. Wise Financial Counsel, LLC provides fee-only financial planning, counseling, and strategic business planning services to individuals, families, small-business owners, and corporations. The firm emphasizes written financial plans and ongoing counseling rather than asset management or specific securities recommendations, and it offers public seminars and workshops as part of its client services.

Cash flow / budgeting Debt management Life insurance needs analysis General estate planning guidance General tax planning Founder/Business Owner

Dedrick C

CFP®, ChFC®

Fort Belvoir, VA

Penny Earned Financial

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Social Security optimization Military & Veterans Doctor or Medical Professional
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Antonio B

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Mechanicsville, MD

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Self-Employed Founder/Business Owner
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