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Henry M

Series 65, Series 63

Bedford Hills, NY

Edward Jones

Henry Milano III is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Northeast Financial Network, Legend Group/Lincoln Investment, and LPL Financial. Milano began his professional career after completing his education at Dickinson College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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Neil G

Series 63

Bedford Hills, NY

Edward Jones

Neil Gargiulo is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he participates as an arbitrator in FINRA securities regulation panels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and provides a range of advisory programs and affiliated investment products under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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