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Bethany M

Series 66

Cleveland, TN

Edward Jones

Bethany Markel is a Series 66 licensed financial advisor with Edward Jones, based in Cleveland, TN, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education roles at Cleveland City Schools and Lee University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

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

Series 63, Series 66

Cleveland, TN

Edward Jones

Robert Ludwig is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Edward Jones since 2005. Outside of his advisory role, Ludwig is involved in internet sales through an eBay partnership and owns a vintage toy booth at Dandelion's Mercantile Antique Store. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm offers various advisory programs and investment strategies supported by 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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Ronald M

Series 66

Cleveland, TN

Edward Jones

Ronald Markel is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked in various educational roles at Cleveland City Schools, Connections Education, Vicksburg Community Schools, and Bangor Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 advisors.

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