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2 advisors near 78016
Out of 400,000+ nationwide
Mark Z
Series 66
Devine, TX
Edward Jones
Mark Zito is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Matchwell, Brothers Automotive, La Fitness, Hollywood Crawford Garage Doors, Liberty University, and Hobby Lobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,000 financial advisors.
Cassandra B
Series 63, Series 66
Somerset, TX
Fidelity
Cassandra Benson is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is also noted for its commodity pool operator registration and advisory role to multiple registered investment companies.
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2 advisors near 78016
Out of 400,000+ nationwide