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Adam T

Series 66

Chesapeake, VA

Edward Jones

Adam Tiller is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for nine years at Nucor Steel Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning Executive Religious/faith focused
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Jason L

Series 66

Chesapeake, VA

Edward Jones

Jason Legato is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he served in the United States Navy for 21 years. He is the president of a local Business Networking International chapter in Virginia Beach, facilitating meetings and supporting chapter leadership. 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 under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, SMAs, affiliated mutual funds, and tax-efficient services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Natalie L

Series 66

Chesapeake, VA

Edward Jones

Natalie Lippincott is a financial advisor with Edward Jones in Chesapeake, VA, holding a Series 66 designation and totaling one year of industry experience. Her work history includes multiple roles at Edward Jones dating back to 2015, as well as positions at Digital Nation USA, Spin Modern, and Al-Anon Family Groups, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a widespread network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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