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Thomas W

Series 63, Series 66

Chicago, IL

Edward Jones

Thomas Walsh is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 registrations with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Chicago, IL

Edward Jones

Daniel Novosel is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. He previously worked at Merrill Lynch and UBS Financial Services 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 advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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