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Kara L

Series 63, Series 66

Ft Worth, TX

Edward Jones

Kara Lebanik is a financial advisor with Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 designations and eight years of industry experience. She previously worked at Fidelity Investments from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive retail advisor and branch network.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Wealth management Founder/Business Owner
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Michael C

Series 63, Series 65

Fort Worth, TX

Edward Jones

Michael Chavez is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. He volunteers as a professor for an adult education program at Tarrant County Community College, teaching a free six-week financial literacy course for older adults. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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