Troy Williams

Advisor at Edward Jones

Updated today

Location

Benton, IL 62812-1632

Credentials

Series 66

Industry experience

8 years

About

Troy Williams is a financial advisor at Edward Jones in Benton, Illinois, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Benjamin F. Edwards & Co., Raymond James Financial Services, and Williams Consulting Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient 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 Inheritance planning

Occupation focus

Military & Veterans

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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

112 N Du Quoin St

Benton, IL 62812-1632

Most active in

Illinois · Texas

Work history

Edward Jones

2020 - Present (6 years)

Benjamin F. Edwards & Co.

2018 - 2020 (2 years)

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2018 - 2018 (1 year)

Raymond James Financial Services, Inc

2018 - 2018 (1 year)

Williams Consulting Service

2016 - 2018 (2 years)

Resource One Advisors

2014 - 2018 (4 years)

National Planning Corp

2014 - 2017 (3 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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Robert C

CFP®, Series 66

West Frankfort, IL

Edward Jones

Robert Cash is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in West Frankfort, IL, he holds the Series 66 designation and has been with Edward Jones throughout his advisory career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

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Johnston City, IL

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Bradley H

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Danae M

Series 66

Benton, IL

Edward Jones

Danae Mc Daniel is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked for U.S. Bancorp Investments, Inc. for 14 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

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