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Nathaniel W

Series 66

Gainesville, FL

Edward Jones

Nathaniel Wingfield is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forvis Mazars LLP and the University of Florida. He serves as a volunteer finance committee member for Gianna's Place in Gainesville, FL. 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 advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

General estate planning guidance Inheritance planning Planning for children with special needs Caring for aging parents Founder/Business Owner Widow/Widower
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Stephen W

CFP®, Series 66

Gainesville, FL

Edward Jones

Stephen Walker II is a CFP® certificant and financial advisor with Edward Jones in Gainesville, FL, with four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. He is also Vice President of Communications for 100 Black Men of Greater Gainesville FL Inc, where he helps communicate the organization’s programs and initiatives to members and the community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Charitable giving & philanthropy Family Business Business succession planning Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals Intergenerational Families
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