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Matthew P

CFP®, Series 66

Flora, IL

Edward Jones

Matthew Pyatt is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds the Series 66 designation and operates out of Flora, IL. Outside of his advisory role, he is a partner in CSquared Works LLC, a real estate and storage business in Mt Carmel, IL, where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Series 66

Flora, IL

Edward Jones

Andrea Merrick is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2016. She has a total of 10 years of industry experience, including seven years prior at Jos A Bank Clothiers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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