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Stephen P

Series 66

Athens, AL

Edward Jones

Stephen Phraner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the US Army for four years and worked briefly with UBS Private Wealth Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network of financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Key person insurance & risk mitigation Military & Veterans Technology Professional Doctor or Medical Professional Educators, Teachers, and Academics Government Employee
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Clay P

Series 66

Athens, AL

Edward Jones

Clay Parris is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at H&R Agri-Power and Medlin Equipment Company. He has also held roles at Lee University, including a position as Vice President in the Office of Student Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Inheritance planning Government Employee
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