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John H

Series 66

Estero, FL

Edward Jones

John Hill is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008, based in Estero, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Mark Q

Series 63, Series 66

Estero, FL

Edward Jones

Mark Quinn is a financial advisor with Edward Jones in Estero, FL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over 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 income strategy General retirement planning General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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David R

Series 63, Series 65

Estero, FL

Edward Jones

David Retkowski is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jonathan S

Series 63, Series 66

Estero, FL

Edward Jones

Jonathan Salisbury is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Edward Jones since 2004. 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 advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Amy C

Series 63, Series 65

Estero, FL

Edward Jones

Amy Charlson is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 1999. Based in Estero, FL, she has spent her entire advisory career at the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supplemented by affiliated mutual funds, tax-efficient services, and a securities-based lending option.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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