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Brianna M

Series 66

Edgewater, FL

Edward Jones

Brianna Mengel is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at E*TRADE Securities and Morgan Stanley. Her background also includes roles outside of finance, such as at Glennwild Golf Course and Vail Resorts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Real estate investing Founder/Business Owner
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Peter A

ChFC®, Series 66

Edgewater, FL

Edward Jones

Peter Arnold is a Series 66 licensed financial advisor with Edward Jones in Edgewater, FL, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked with Gameface Media and H&R Block. He hosts the "Support is not Silent" podcast, which focuses on the experiences of spouses and partners involved in family court issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Retirement income strategy Business ownership considerations Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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