Alexander Stephens is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Sieveking Plastic Surgery, The Estee Lauder Companies, Capital One, Critical Path Technology LLC, NextSource LLC, and as a self-employed consultant. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds.

Robert Wheatley is a financial advisor at Edward Jones in Bridgewater, VA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of his advisory role, he is the vice president and co-owner of a women’s only health club, Women’s Fitness Center, Inc., in Harrisonburg, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.