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Teresa M

Series 66

Columbus, TX

Edward Jones

Teresa Moeller is a financial advisor with Edward Jones in Columbus, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she owns rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, 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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Burris M

Series 66

Columbus, TX

Edward Jones

Burris Mc Ree is a Series 66 licensed financial advisor with Edward Jones, based in Columbus, TX, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Gulftex Properties from 2018 to 2022 and JLL from 2013 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Columbus, TX

Edward Jones

Carrie Mc Ree is a financial advisor with Edward Jones in Columbus, TX, holding a Series 66 designation and with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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