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Joseph B

Series 63, Series 65

East Tawas, MI

Edward Jones

Joseph Bettega is a financial advisor at Edward Jones with 32 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 1993. Based in East Tawas, MI, he works within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a 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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Deborah J

Series 66

East Tawas, MI

Edward Jones

Deborah Jungquist is a financial advisor at Edward Jones with 15 years of experience at the firm. She holds the Series 66 designation and is based in East Tawas, Michigan. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

East Tawas, MI

Edward Jones

Mary Guzak is a CFP® and Series 66 licensed financial advisor with Edward Jones in East Tawas, Michigan. She has 12 years of industry experience and has been with Edward Jones since 2013. Outside of her advisory role, she is a co-owner of real estate investment businesses in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy Retirement withdrawal strategies Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Savannah B

Series 66

East Tawas, MI

Edward Jones

Savannah Bettega Dobbs is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy Wealth management Military & Veterans
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