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Robert W

Series 66

Atlanta, GA

Edward Jones

Robert Whitaker is a financial advisor at Edward Jones in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. He joined Edward Jones in 2018 after working at Stresser & Associates, P.C. from 2015 to 2018. 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 and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Kariyah W

Series 66, Series 63

Atlanta, GA

Edward Jones

Kariyah Ward is a financial advisor at Edward Jones in Atlanta, GA, holding Series 66 and Series 63 credentials with six years of industry experience. Prior to joining Edward Jones in 2024, Ward worked at Thrivent Financial, Morgan Stanley, Td Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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