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Conchata T

Series 66

Douglasville, GA

Edward Jones

Conchata Taylor Kendrick is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for Warner Bros Discovery/Warner Media/Turner Broadcasting for 16 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner Intergenerational Families
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Nancy D

ChFC®, Series 66

Douglasville, GA

Edward Jones

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive Women's Finance Women Professionals
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