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Charles S

Series 66

Crescent Springs, KY

Edward Jones

Charles Schank is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022 and previously worked at SMG & Associates Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of over 23,700 financial advisors.

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

Series 66

Crescent Springs, KY

Edward Jones

Carole Cottingham is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 credential. She previously worked at Edward Jones from 2005 to 2022 and returned in 2022. Outside of her advisory role, she serves as a board member of the Ripley County Community Foundation and teaches yoga weekly. 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 and investment strategies, supported by a large network of advisors and branch offices.

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