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Tomasa M

ChFC®, Series 66

Georgetown, TX

Edward Jones

Tomasa Martinez is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, she worked at BNI Global, Woodstock School District 200, and BNI Marketing, LLC. Martinez is involved in volunteer work as a secretary for a religious organization and as a chaplain conducting Bible study for incarcerated women. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, 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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Michelle M

CFP®, Series 66

Georgetown, TX

Edward Jones

Michelle Marshall is a CFP® professional with 12 years of industry experience, currently serving clients at Edward Jones since 2013. She holds the Series 66 designation and is based in Georgetown, TX. Outside of her advisory role, she is involved in managing short-term rental properties in Georgetown and Kingsland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Steven R

Series 65, Series 63

Georgetown, TX

Edward Jones

Steven Reedy is a financial advisor with Edward Jones in Georgetown, TX, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at First Heartland Capital Inc, American Benefits Exchange, Ally Financial, and IAS. Outside of advising, he serves as Education Coordinator for Business Network International, a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and offices. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated funds, and operates under a fiduciary standard.

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

Series 66

Georgetown, TX

Edward Jones

Bekkah Moore is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she worked at Tinker Federal Credit Union and Communication Federal Credit Union. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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