Phillip Robert Mc Grath

Advisor at Edward Jones — Anna, IL South Main

Updated today

Credentials

Series 66

Experience

16 years

Location

Anna, IL 62906

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,149 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Phillip Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves on the board of RAVE in Anna, Illinois, where he helps with employee and facility decision-making. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and is notable for its extensive network of financial advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management

Occupation focus

Founder/Business Owner

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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

Anna, IL South Main

311 South Main

Anna IL 62906

Advisors at this office

1

Most active in

Illinois · Texas

Work history

16 years of industry experience

Edward Jones

2009 - Present • 17 years

St. Louis, MO

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

Brent K

Series 63, Series 65

Anna, IL

Lombard Advisers Incorporated

Brent Kochel is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and offering eight years of industry experience. He is a partner at the CPA firm Beussink, Hickam & Kochel, PC, where he provides tax preparation, audits, and consulting services. Outside of his advisory and accounting work, he serves as a part-time firefighter with the Murphysboro Pomono Fire Protection District. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies, using a variety of analysis methods and offering access to multiple wrap and separately managed account programs.

College savings (529s, UTMA, etc.)
user avatar

Michael G

Series 63, Series 65

Cape Girardeau, MO

VOYA Financial Advisors, Inc.

Michael Grunloh is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also a partner at Marathon Benefits Group, where he has been active since 2008. In addition to his advisory role, he works as an independent insurance agent focusing on fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar

Ryan M

Series 66

Cape Girardeau, MO

VOYA Financial Advisors, Inc.

Ryan Mc Lain is a Series 66-registered financial advisor with Voya Financial Advisors, Inc., based in Cape Girardeau, Missouri, with two years of industry experience. Prior to his current role, he worked at Gerdan Slipforming and has managed front-of-house operations and event coordination at Ciao Ristorante since 2014. Voya Financial Advisors, Inc. serves individual high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of advisory and brokerage services. The firm employs investment policy statements and model allocations, integrating both in-house and third-party strategies with technology tools to deliver primarily non-discretionary portfolio management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar

Amy O

Series 66

Anna, IL

Edward Jones

Amy Otto is a Series 66-registered financial advisor with Edward Jones in Anna, Illinois, and has two years of industry experience. She has been with Edward Jones since 2009, with a brief prior position as a crew member at McDonald's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Ricky J

CFP®, Series 66

Anna, IL

Edward Jones

Ricky Johnson is a CFP® and Series 66-registered financial advisor with Edward Jones in Anna, Illinois. He has five years of industry experience, including eight years at Auffenberg of Carbondale prior to joining Edward Jones in 2020. Outside of his advisory role, he coaches junior high boys basketball in Creal Springs, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Heather C

Series 66

Anna, IL

Edward Jones

Heather Cochran is a financial advisor with Edward Jones in Anna, Illinois. She holds a Series 66 designation and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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