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Andrew C

CFP®, Series 63, Series 66

Clearwater, FL

Edward Jones

Andrew Cucchiaro is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company from 2014 to 2019. He is based in Clearwater, FL. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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 with Edward Jones in Clearwater, FL, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 20 years at Solar-Mite Electrical Contractors, Inc. He has involvement in managing rental properties as a partner and owner in several locations in New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial 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 Retirement plans for business owners (SEP, solo 401k) 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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