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Tyler S

Series 66

Bluffton, SC

Edward Jones

Tyler Shrewsbury is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Gulfstream, Montage International, Sunset Rentals, and Colleton River Plantation Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Inheritance planning Founder/Business Owner
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Danielle J

CFP®, Series 66

Bluffton, SC

Edward Jones

Danielle Jeffcoat is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Bluffton, SC. She has 15 years of industry experience and has been with Edward Jones since 2010. Outside of her advisory role, she co-owns an LLC that holds raw land. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Wealth management Business succession planning Founder/Business Owner Women Professionals Women Business Owners
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