Joseph Eagle

Roger Davis is a financial advisor at Accurate Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Accurate Wealth Management since 2020. Prior to this, he was associated with Centric Capital Advisors, LLC and Centric Capital. Davis serves as a board member of the Chicot County Arkansas Board of Equalization, which addresses property tax disputes. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of investment instruments and utilizing both in-house and third-party subadvisers.

Chad Freeman is a financial advisor with Edward Jones in Greenville, Mississippi. He holds a Series 66 designation and has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nancy Cannatella is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Guaranty Bank & Trust, and LPL Financial. Nancy is based in Greenville, MS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Donna Adams is a CFP® professional with 36 years of industry experience. She has worked at Edward Jones since 2017, following roles at LPL Financial and Guaranty Bank & Trust. Outside of financial advising, she is involved as a secretary for Adams Cotton Consultant in Greenville, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs with an emphasis on fiduciary standards, tax-efficient services, and a broad national network of advisors and branch offices.