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Samuel P

CFP®, Series 66

Flagstaff, AZ

Edward Jones

Samuel Proctor is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, he was with Forehand Inc. and has also been self-employed since 2017. He is a part-time faculty member teaching Principles of Macroeconomics at Coconino Community College and serves on the college’s Foundation Board, where he participates in investment and scholarship committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Income planning Founder/Business Owner
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Ben B

CFP®, Series 66

Flagstaff, AZ

Edward Jones

Ben Brewster is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked for 10 years. He has nine years of industry experience and is based in Flagstaff, AZ. Outside of his advisory role, Brewster manages self-owned long-term residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Founder/Business Owner Intergenerational Families Religious/faith focused Values-based investing
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