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Christopher F

CFP®, Series 63, Series 66

Alpharetta, GA

Edward Jones

Christopher Foley is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Apple Inc. and Fleming's Prime Steakhouse & Wine Bar. Outside the financial industry, he has been involved with GEP Talent Services, LLC, a company associated with acting residuals in Burbank, California. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment vehicles.

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

ChFC®, Series 66

Alpharetta, GA

Edward Jones

Amanda Coccia is a financial advisor with Edward Jones in Alpharetta, GA, holding the ChFC® and Series 66 designations and bringing four years of industry experience. She has worked at Edward Jones since 2016, following three years at Chicos FAS. Outside of her advisory role, she serves as Treasurer of Wordsmith Strategic Communications LLC, a business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated investment products under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Planning for children with special needs Caring for aging parents Founder/Business Owner Women's Finance Women Professionals
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