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Rebecca M

ChFC®, Series 66

Bradenton, FL

Edward Jones

Rebecca Mc Swain is a financial advisor at Edward Jones in Bradenton, Florida, holding the ChFC® and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she coordinates activities for Young Life of Manatee County and coaches the junior varsity tennis team at Bradenton Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Brent V

Series 66

Bradenton, FL

Edward Jones

Brent Van Eerden is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. He previously worked for 21 years at Riverside Insurance Agency, which he owned. He also owns a small boat rental business that is planned to be closed after passing certain tests. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a large national 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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