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Ryan D
Series 66
Charlotte, NC
Edward Jones
Ryan Dukes is a financial advisor with Edward Jones in Charlotte, NC. He holds a Series 66 designation and has a background that includes five years at Wells Fargo and six years at Ernst & Young before joining Edward Jones in 2026. 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 maintains a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.
Matthew C
Series 66
Charlotte, NC
Edward Jones
Matthew Collins is a Series 66-licensed financial advisor at Edward Jones in Charlotte, NC, with five years of industry experience. His prior roles include positions at Ameriprise, SECU Brokerage Services, SECU Life Insurance Company, State Employees' Credit Union, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network, as well as its affiliated trust and securities-based lending services.
Shannon S
CFP®, Series 63, Series 66
Charlotte, NC
Edward Jones
Shannon Sandlin is a Certified Financial Planner® at Edward Jones with 17 years of industry experience. She has been with Edward Jones since 2012 and serves as a board member of the Thalian Hall Center for the Performing Arts in Wilmington, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of financial advisors.
Kathleen B
Series 66
Charlotte, NC
Edward Jones
Kathleen Benevento is a Series 66-licensed financial advisor with Edward Jones in Charlotte, NC, and has 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Matthew L
CFA®, Series 63, Series 66
Charlotte, NC
Edward Jones
Matthew Ludwick is a CFA® charterholder with six years of industry experience. He is currently an advisor at Edward Jones and has previously worked at Hancock Whitney Bank/Cetera Investment Advisers LLC, LPL Financial, The Vanguard Group, and held roles at the University of North Carolina at Charlotte and Mississippi State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Matthew B
Series 66
Charlotte, NC
Edward Jones
Matthew Brown is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 15 years of prior experience at Cafe Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Aaron B
Series 63, Series 65
Charlotte, NC
Edward Jones
Aaron Borders is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 65 certifications and 24 years of industry experience. He previously worked at Dimensional Fund Advisors for 15 years and most recently at Crossmark Global Investments before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Grant C
Series 66
Charlotte, NC
Edward Jones
Grant Canada is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Silverton Mortgage and Academy Mortgage. He is also involved with ECA Carolina LLC dba Redline Athletics in Charlotte East. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.
Kelly R
Series 66
Charlotte, NC
Edward Jones
Kelly Richardson is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation. Richardson has prior experience at Atrium Health and Advocate Health, with a total of five years in the healthcare sector before returning to Edward Jones in 2026. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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