Victoria Paddy

Advisor at Edward Jones — Gilbert, AZ 67 S Higley Rd

Updated today

Credentials

Series 66

Experience

1 year

Location

Gilbert, AZ 85296

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,133 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Divorce financial planning Liquidity event planning Business exit / sale strategy General estate planning guidance

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

Gilbert, AZ 67 S Higley Rd

67 S Higley Rd Suite 106

Gilbert AZ 85296

Advisors at this office

2

Most active in

Arizona · Texas

Work history

1 year of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Edward Jones

2023 - 2024 • 1 year

Gilbert, AZ

Brass Tap

2022 - 2023 • 1 year

Gilbert, AZ

Lululemon Athletica

2022 - 2024 • 2 years

Gilbert, AZ

Best Dispensary

2022 - 2022 • 1 year

Mesa, AZ

Pacino's

2021 - 2022 • 1 year

Mesa, AZ

Reconnect

2021 - 2021 • 1 year

Mesa, AZ

Arizona State University

2020 - 2023 • 3 years

Tempe, AZ

UNEMPLOYED

2020 - 2020 • 1 year

Gilbert, AZ

Red White & Brew

2018 - 2020 • 2 years

Mesa, AZ

Nekter Juice Bar

2017 - 2018 • 1 year

Mesa, AZ

UNEMPLOYED

2014 - 2017 • 3 years

Gilbert, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ekenna A

CFP®, AAMS®, AIF®, Series 66, Series 63

Scottsdale, AZ

Pacific Canyon Investments

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Concentrated stock management General retirement planning Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Inherited wealth Doctor or Medical Professional Technology Professional Founder/Business Owner Self-Employed African Americans/Black Minorities HENRY (High Earners, Not Rich Yet) Established Professionals Behavioral coaching / decision support
user avatar

Don L

CFP®, Series 63, Series 65, Series 66

Mesa, AZ

Larson Wealth Management, LLC

Don Larson is the principal advisor at Larson Wealth Management, LLC in Mesa, Arizona, holding a CFP® designation along with Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Steele Larson Advisors, LLLP for seven years before founding Larson Wealth Management in 2011. Outside of advisory services, he owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporate and Taft-Hartley employee benefit plans, and charitable organizations. The firm employs customized strategic asset allocations across various equity and fixed income securities, emphasizing mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management with regular reviews.

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
user avatar

Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

Passive / index investing Real estate investing Annuities
user avatar

Tanner E

Series 65

Queen Creek, AZ

Stride Wealth LLC

Tanner Erickson is a financial advisor at Stride Wealth LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at West Monroe Partners LLC and various academic institutions. Stride Wealth LLC is an SEC-registered investment adviser that serves individuals, families, trusts, small businesses, and institutional clients. The firm offers portfolio management and financial planning services, using internally developed model portfolios and a combination of fundamental, quantitative, qualitative, top-down, and bottom-up analyses to tailor client allocations.

Wealth management Retirement income strategy
user avatar

Addison T

CFP®, Series 66

Gilbert, AZ

Build Wealth Partners

Addison Taylor is a CFP®-credentialed financial advisor with four years of industry experience. He currently leads Build Wealth Partners in Gilbert, AZ, and has prior experience at Vanguard and various business ventures, including a franchise and a community action agency. His background includes roles in both financial services and entrepreneurship. Build Wealth Partners provides wealth management, investment management, financial planning, and business consulting services to individuals, high-net-worth clients, and corporations. The firm integrates wealth management and business consulting into a unified engagement, emphasizing tax-aware planning, strategic business analysis, and a mix of passive and active investment strategies aligned with Modern Portfolio Theory.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Executive Mid-Career Professionals
user avatar

David I

Series 66

Chandler, AZ

Vibrant Wealth

David Ingle is a financial advisor at Vibrant Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Barrett Financial LLC and Vibrant Wealth Advisors LLC. Outside of his advisory role, he is also an independent insurance agent, dedicating a significant portion of his time to this activity. Vibrant Wealth is an independent advisory firm offering discretionary asset management, financial planning, and a subscription-based financial coaching platform. The firm serves individuals, small businesses, trusts, estates, pooled vehicles, and charities, tailoring its investment approach to client objectives through fundamental and technical analysis, asset allocation, and risk management.

General tax planning General estate planning guidance Cash flow / budgeting
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