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Sophia D

Series 66

Arlington, WA

Edward Jones

Sophia Dalton is a financial advisor with Edward Jones in Arlington, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Master Brand Institute and was self-employed, with earlier roles including freelance yoga instruction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Series 63, Series 66

Arlington, WA

Edward Jones

Warren Phillips is a financial advisor with Edward Jones in Arlington, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.

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