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Matthew G

Series 63, Series 66

Cleburne, TX

Edward Jones

Matthew Greenwood is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and ownership of Greenwood Real Investments, Inc. outside of his advisory role. 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 is notable for its extensive advisor network and integrated financial services beyond traditional advisory offerings.

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

Series 66

Cleburne, TX

Edward Jones

Leah Parent is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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