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Charlotte G

Series 66

Daphne, AL

Edward Jones

Charlotte Graham is a financial advisor at Edward Jones in Daphne, Alabama, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2008. 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 and is notable for its extensive national advisor and branch network as well as affiliated services beyond traditional advisory offerings.

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

Series 63

Daphne, AL

Edward Jones

Dawn Evans is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 63 designation and has worked at notable firms including Ameriprise Financial Services and Morgan Stanley Smith Barney. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Daphne, AL

Edward Jones

Mitchell Fisher is a financial advisor with Edward Jones in Daphne, Alabama, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Purdue Pharma, LP for 21 years. Outside of advising, he has managed an LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

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