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Olivia E

CFP®, ChFC®, Series 66

Atlanta, GA

Edward Jones

Olivia Ewing is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Olivia has been with Edward Jones since 2013, working in the Atlanta, GA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Retirement income strategy Divorce financial planning Active portfolio management Doctor or Medical Professional Educators, Teachers, and Academics Women Professionals
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Robert H

Series 66

Atlanta, GA

Edward Jones

Robert Hallback is a financial advisor at Edward Jones in Atlanta, GA, holding the Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ferguson Enterprises, Inc. and was involved in a family-owned restaurant and catering business where he served as a consultant responsible for business development and financial analytics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, investment strategies, and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

General retirement planning Wealth management Professional Athlete Entertainment Industry
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Da Vaul C

Series 63, Series 65

Atlanta, GA

Edward Jones

Da Vaul Carter is a financial advisor at Edward Jones in Atlanta, GA, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to his current role at Edward Jones, he worked at Levy Restaurant Group and Sherwin Williams. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner Executive
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Helen L

CFP®, Series 66

Atlanta, GA

Edward Jones

Helen Lake is a financial advisor with Edward Jones in Atlanta, GA, holding CFP® and Series 66 designations. She has 13 years of industry experience, all spent with Edward Jones since 2013. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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