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Samuel S

Series 66

Conroe, TX

Edward Jones

Samuel Scheler is a financial advisor with Edward Jones in Conroe, Texas. He holds a Series 66 designation and has nine years of experience with Edward Jones, following 17 years at Texas Farm Bureau. Outside of his advisory role, he has ownership interests in oil and gas royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Conner H

Series 66

Conroe, TX

Edward Jones

Conner Halstead is a financial advisor with Edward Jones in Conroe, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Legacy Preparatory Christian Academy and was involved with Conroe Church of Christ for over a decade. Outside of his advisory role, he is affiliated with the Level Up and Live Mastermind in Conroe, TX. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers additional capabilities such as trust services, securities-based lending, and tax-efficient portfolio management.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Engineering Professional
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