William Daidone

Advisor at Edward Jones

Updated today

Location

Dublin, GA 31021

Credentials

Series 66

Industry experience

13 years

About

William Daidone is a financial advisor with Edward Jones in Dublin, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a part owner of Hillcrest Advisors, a real estate business based in Dublin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and 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.

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) Business ownership considerations Business exit / sale strategy General estate planning guidance

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

1105 Hillcrest Pkwy Suite A

Dublin, GA 31021

Most active in

Georgia

Work history

Edward Jones

2012 - Present (14 years)

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

Matthew S

Series 63, Series 65

Dublin, GA

TLG Advisors, INC.

Matthew Sweat is a financial advisor with TLG Advisors, Inc. in Dublin, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Equitable Advisors LLC, and M HOLDINGS SECURITIES, Inc. He is also the owner of M Sweat Financial Resources and Deep South Financial, managing non-investment related business activities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired

Casey P

Series 66

Dublin, GA

Edward Jones

Casey Price is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at State Farm Insurance Co for two years. Outside of his advisory role, he is a co-owner of Southern Son Auto Sales, a used vehicle sales business in Wrightsville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Wealth management Business succession planning Multi-generational wealth transfer Government Employee Founder/Business Owner Intergenerational Families Religious/faith focused
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Bradley S

Series 63, Series 65

Dublin, GA

Cetera

Bradley Skeeters is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and Nichols, Cauley & Associates. He is also active as a financial advisor with Nichols Cauley Financial Services. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining retirement and fiduciary capabilities with a broad institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Aaron G

Series 66

Dublin, GA

Edward Jones

Aaron George is a Series 66 licensed financial advisor with Edward Jones in Dublin, GA, with one year of industry experience. Prior to his current role, he spent over two decades in education, working at Oconee Fall Line Technical College and Trinity Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Charles J

Series 63, Series 66

Dublin, GA

Edward Jones

Charles Johnson is a financial advisor with Edward Jones in Dublin, GA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Johnson serves as treasurer and board member of the Laurens County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Planning for children with special needs Wealth management Retired Founder/Business Owner Executive
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