Colleen Baird is a CFP®-designated financial advisor with Edward Jones in Birmingham, AL, where she has worked for 23 years. She holds Series 63 and Series 65 licenses and brings 27 years of industry experience. Outside of her advisory role, she is an ambassador for a vitamins company. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Williams is a financial advisor at Edward Jones in Birmingham, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Hoover City Schools and served for 19 years at First Baptist Church of Pelham. Outside of his advisory role, he maintains the lawn and parking lot at his wife’s dental practice through his sole proprietorship lawn care business and is an associate missionary leading trips with E3 Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of advisors and branch offices.