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Crystal B

Series 63, Series 65

Anthem, AZ

Edward Jones

Crystal Barcello is a financial advisor with Edward Jones in Anthem, AZ, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Sarah F

Series 66

Anthem, AZ

Edward Jones

Sarah Finelli is a Series 66 licensed financial advisor with Edward Jones in Anthem, AZ, and has eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 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.

Charitable giving & philanthropy Retirement income strategy Inheritance planning Retired Founder/Business Owner Executive
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