Colin Joseph Fitz Gerald

Advisor at Edward Jones — Murray, KY Johnson Blvd

Updated today

Credentials

Series 66

Experience

9 years

Location

Murray, KY 42071

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Colin Fitz Gerald is a financial advisor at Edward Jones in Murray, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management

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

Murray, KY Johnson Blvd

1311 Johnson Blvd

Murray KY 42071

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Edward Jones

2014 - 2017 • 3 years

Mayfield, KY

Disclosures

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

Business activities & affiliations

user avatar

Carter R

Series 65

Murray, KY

Five Talent Financial LLC

Carter Rose is a financial advisor at Five Talent Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was self-employed and has experience in agriculture and nonprofit sectors, including work with Dulous Farms and the Murray State Foundation. Five Talent Financial LLC provides advisory services to individuals, business owners, high-net-worth families, trusts, and small businesses. The firm offers comprehensive financial planning, portfolio management, and integrated tax services through an in-house CPA, with a holistic, goal-based investment approach and a selective options income strategy for accredited investors.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Wealth management Founder/Business Owner
user avatar

Logan F

Series 65, Series 66

Murray, KY

Markowski Investments

Logan Foster is a financial advisor with Markowski Investments in Murray, KY, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Markowski Investments, he worked at Murray Wealth Management LLC and has also managed sales and marketing for Murray Sporting Goods. He is the sole owner of Murray Property Management LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to a broad client base, including individuals, families, and charitable organizations, managing approximately $473.9 million in assets. The firm’s investment approach combines strategic asset allocation with tactical adjustments based on various analyses and offers comprehensive planning that covers tax, retirement, and estate considerations.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Diana T

Series 66

Murray, KY

Intercarolina Financial Services, Inc.

Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Lance C

Series 63, Series 65

Murray, KY

Markowski Investments

Lance Cherry is a financial advisor with Markowski Investments in Murray, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Truth of Investing, Caitlin John, LLC, and Curian Capital, LLC. He is also the owner of Cherry Wealth Management. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm combines strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, maintaining a predominantly long-term investment approach.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Mark V

Series 63, Series 65

Murray, KY

Money Concepts Capital Corp

Mark Vinson is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He has been with Money Concepts since 2004 and also holds a position at Heritage Bank. He holds Series 63 and Series 65 credentials. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and integrates fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Byron P

Series 63, Series 65

Murray, KY

Empower Advisory Group

Byron Peacher is a financial advisor with Empower Advisory Group in Murray, KY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and GWFS Equities. Outside of his advisory work, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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