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Chris G

Series 66

Garland, TX

Edward Jones

Chris Gallagher is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and seven years of industry experience. His prior career includes 24 years at Larry North Fitness. 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 maintaining affiliated capabilities such as a trust company and mutual funds.

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning General retirement planning Founder/Business Owner
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Antonio C

Series 66

Garland, TX

Edward Jones

Antonio Caufield is a Series 66-credentialed financial advisor with Edward Jones in Garland, Texas, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cas Sandra H

Series 66

Garland, TX

Edward Jones

Cas Sandra Harris is a financial advisor at Edward Jones in Garland, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in the residential real estate sector with firms including Dream Finders Homes and Perry Homes. 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, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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