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Baylor M

Series 66

Coffeyville, KS

Edward Jones

Baylor Melchiori is a financial advisor with Edward Jones in Coffeyville, KS, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in landscape management and was involved with the YMCA of Norman. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households and institutional investors. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner Intergenerational Families
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Trevor W

Series 66

Coffeyville, KS

Edward Jones

Trevor Watson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at the Salina Country Club and FedEx. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

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

Series 66

Coffeyville, KS

Edward Jones

Ashly Mc Daniel is a Series 66-licensed financial advisor with Edward Jones in Caney, Kansas, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she owns a business specializing in breastfeeding supplies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient management, and affiliated investment products.

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

Series 66

Coffeyville, KS

Edward Jones

Brian Melchiori is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2011. He has 15 years of experience in the industry and is based in Coffeyville, Kansas. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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