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Hershel S

CFP®, Series 63

Danville, VA

Edward Jones

Hershel Stone is a CFP® with over 31 years of experience at Edward Jones, where he has worked since 1994. He is based in Danville, VA. Outside of his financial advisor role, he serves as a board member of the Chatham, VA Board of Zoning Appeals. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Kristy W

Series 66

Danville, VA

Edward Jones

Kristy Wolfe is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is the owner of Wolfe Enterprises, Inc., which operates Oakes Memorials & Signs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by 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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Troy S

Series 63, Series 66

Danville, VA

Edward Jones

Troy Stowe is a financial advisor at Edward Jones in Danville, VA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Citizens Investor Services, First Citizens Bank, and BB&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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