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Evan W

CFP®, Series 66

Crosby, TX

Edward Jones

Evan Weibel is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent eight years at Invesco Advisers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a broad range of advisory programs and affiliated investment products.

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

Series 66, Series 65

Crosby, TX

Edward Jones

Andrew Perla is a financial advisor with Edward Jones in Crosby, TX, holding Series 66 and Series 65 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Liberty Mutual and several other firms across various industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates one of the largest advisory networks in the industry.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx
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