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Eric L

Series 66

Gainesville, GA

Edward Jones

Eric Lupardus is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with eight years of industry experience. He worked at Wells Fargo Clearing Services from 2015 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing
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Verma S

Series 63, Series 66

Gainesville, GA

Edward Jones

Verma Satterfield is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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