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Troy S

Series 66

Ford City, PA

Edward Jones

Troy Schall is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Jobot and Maxim Healthcare. Outside of his advisory role, he is the owner of S Squared Stables LLC, a horse boarding and training business managed primarily by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities beyond advisory services.

Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner Executive Doctor or Medical Professional Educators, Teachers, and Academics
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Stephen W

Series 66

Ford City, PA

Edward Jones

Stephen Warcholak is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Doctor or Medical Professional Attorney Educators, Teachers, and Academics
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