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Douglas P

Series 66

College Station, TX

Edward Jones

Douglas Pittman is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at City Bank for seven years and Commerce National Bank for one year. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with 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 and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Real estate investing Founder/Business Owner Executive Doctor or Medical Professional Real Estate Professional
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Melissa P

Series 66

College Station, TX

Edward Jones

Melissa Pittman is a financial advisor at Edward Jones in College Station, TX, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to her current role, she was a homemaker and full-time mother for one year and owned a small business, Mel's Mac and Tees, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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