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Andrew C

CFP®, Series 63, Series 66

Clearwater, FL

Edward Jones

Andrew Cucchiaro is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Mutual of America Securities LLC and Mutual of America Life Insurance Company for five years. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Robert C

Series 66

Clearwater, FL

Edward Jones

Robert Coston is a financial advisor at Edward Jones in Clearwater, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated capabilities such as a trust company and proprietary mutual funds.

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

Series 66

Clearwater, FL

Edward Jones

Erick Martiak is a financial advisor at Edward Jones with six years of industry experience. Before joining Edward Jones in 2019, he spent 20 years with Solar-Mite Electrical Contractors, Inc. He is licensed with the Series 66 credential. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Paul R

Series 63, Series 66

Clearwater, FL

Edward Jones

Paul Raven is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at BNY Mellon and MBSC Securities Corporation Inc. He serves as Vice President of the Eagles Landing 2 Association in Clearwater, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
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Anthony B

CFP®, Series 63, Series 66

Clearwater, FL

Edward Jones

Anthony Battaglia is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Clearwater, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions across a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner Executive
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