Robin Redding

Advisor at Edward Jones

Updated today

Location

Moultrie, GA 31768

Credentials

Series 66

Industry experience

5 years

About

Robin Redding is a financial advisor with Edward Jones in Moultrie, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Robin was associated with Young Living for seven years and also worked in bookkeeping and management roles at Redding Dental PC and Redding Management, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

717 South Main Street

Moultrie, GA 31768

Most active in

Georgia · Texas

Work history

Edward Jones

2021 - Present (5 years)

Young Living

2014 - 2021 (7 years)

Redding Dental PC

2012 - 2021 (9 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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Molly S

CFP®

Moultrie, GA

Bluesky Wealth Advisors, LLC

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Real estate investing Tax strategies for small businesses
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Tammy C

Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

Tammy Croyle is a financial advisor with Kestra Private Wealth Services, LLC and holds a Series 63 designation. She has 31 years of industry experience, including 25 years at Raymond James Financial Services and roles at The First Bank and Southwest Georgia Bank. Outside of her advisory work, she is involved with Inspired Wealth Planning in an administrative capacity related to insurance. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and corporations, offering a range of investment and financial planning services with access to various platforms and both in-house and third-party solutions.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John G

CFP®, Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

John Griffin is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Raymond James Financial and The First Bank, ANBA. Griffin serves on multiple local boards, including the Colquitt Regional Medical Center, where he is chairman, and is involved with community organizations such as the First Baptist Church finance committee. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services while supporting advisor independence and providing access to various managed solutions and platforms.

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

Griffin D

CFP®, Series 66

Moultrie, GA

Edward Jones

Griffin Dunn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in the logistics sector and education. Outside of his advisory role, he owns a retail business, Turners Dress Shop, in Moultrie, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a national network of more than 23,000 advisors and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and other financial services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Military & Veterans Founder/Business Owner
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William G

Series 63, Series 65

Moultrie, GA

Primerica Advisors

William Gordon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been associated with PFS Investments Inc. since 1991 and Primerica Financial Services since 1987. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing multiple investment models and utilizing Pershing and Primerica Brokerage Services for execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning

Will S

Series 66

Moultrie, GA

Edward Jones

Will Southwell is a financial advisor at Edward Jones in Moultrie, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Colquitt County School System for 12 years. He serves as a community assistant coach for a middle school baseball team in Moultrie. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory and investment services through a nationwide network of financial advisors and branch offices, managing over $1 trillion in assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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