Meghan Alicia Haynes

Advisor at Edward Jones — Shelbyville, IN Miller Ave

Updated today

Credentials

Series 63, Series 66

Experience

10 years

Location

Shelbyville, IN 46176-1934

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

Meghan Haynes is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, JPMorgan Securities LLC, Pruvit, Comcast Cable Corporation, and Team BeachBody. Meghan has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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

Retirement income strategy Divorce financial planning 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

Shelbyville, IN Miller Ave

406 Miller Ave

Shelbyville IN 46176-1934

Advisors at this office

3

Most active in

Indiana

Work history

10 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Pruvit

2017 - 2018 • 1 year

Knightstown, IN

Comcast Cable Corporation

2017 - 2018 • 1 year

Indianapolis, IN

JPMORGAN Chase bank

2015 - 2017 • 2 years

Fishers, IN

Jp Morgan Securities LLC

2015 - 2017 • 2 years

Fishers, IN

Team BeachBody

2014 - 2017 • 3 years

Santa Monica, CA

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

John M

Series 65

Franklin, IN

Wealth Team LLC

John Mc Fie is a financial advisor at Wealth Team LLC in Franklin, IN, holding a Series 65 designation with five years of industry experience. He has been involved with multiple businesses, including managing Star Solutions LLC, which focuses on software development and services, and Wealth Solutions, LLC, which produces books and educational materials. Additionally, he is licensed as an insurance agent and operates Life Benefits, LLC, an insurance agency. Wealth Team LLC is an independent advisory firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm develops customized investment programs based on clients' goals and risk tolerances, using fundamental, technical, and cyclical analysis, and offers planning on an hourly or fixed-fee basis.

Options & derivatives strategies Tax-loss harvesting

Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
user avatar

Kevin G

Series 65

Franklin, IN

Pillar Wealth LLC

Kevin Good is a financial advisor at Pillar Wealth LLC with one year of industry experience. He holds a Series 65 designation and has been involved in business management and administrative consulting through his ownership of Blue Dot Group, Inc., as well as real estate brokerage activities. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques, fundamental research, and tailored portfolio management to align with each client’s goals and risk tolerance.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Wyatt M

Series 65

Franklin, IN

Pillar Wealth LLC

Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC in Franklin, IN, holding a Series 65 designation and has four years of industry experience. His prior work includes roles at Process Alliance LLC and UBS Private Wealth Management. He is also currently a student at Franklin College. Pillar Wealth LLC serves individuals, high-net-worth families, and small businesses, offering discretionary portfolio management and CFP-board–aligned financial planning through its Personal CFO service, along with financial consultations and retirement plan consulting. The firm provides a range of investment options and distinct service programs tailored to clients’ diverse needs.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Grant R

Series 66

Shelbyville, IN

CoreVision Financial Group

Grant Reeves is a financial advisor at coreVISION Financial Group with six years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. He serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and organizations. The firm employs a generally long-term investment philosophy with tactical adjustments and offers a wrap-fee program with institutional custodial relationships, managing over $1 billion in discretionary assets.

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

Brent T

Series 63, Series 65

Shelbyville, IN

CoreVision Financial Group

Brent Thoman is a financial advisor with CoreVision Financial Group, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has previously worked with LPL Financial and Osaic FS, Inc. Outside of his advisory role, he is involved in coaching middle school and high school sports in Shelbyville, Indiana. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals and institutional accounts. The firm utilizes a long-term investment approach with tactical adjustments, employing a mix of direct portfolio management, independent managers, and an institutional platform, and offers a wrap-fee program that combines custody and transaction costs.

Options & derivatives strategies Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner
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