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Phuong B

Series 66

Altoona, WI

Edward Jones

Phuong Bui is a financial advisor at Edward Jones in Altoona, WI, holding a Series 66 designation. Bui has experience at Citibank and Hoang Long Hoan Vu JOCs, with a recent tenure beginning in 2023 at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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

ChFC®, Series 66

Altoona, WI

Edward Jones

Timothy Tryba is a financial advisor with Edward Jones in Altoona, WI, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, all with Edward Jones, following a 13-year tenure at Consolidated Lumber Company. Timothy also spent time as a stay-at-home dad in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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