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Luke M

CFP®, Series 66

Gilbert, AZ

Edward Jones

Luke Murray is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gilbert, AZ. Outside of his advisory role, he owns rental properties in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and proprietary investment options.

Charitable giving & philanthropy Business ownership considerations Wealth management Inheritance planning Founder/Business Owner
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Bret S

CFP®, Series 63

Gilbert, AZ

Edward Jones

Bret Seeley is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds the Series 63 license and is based in Gilbert, AZ. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Jacob M

Series 66

Gilbert, AZ

Edward Jones

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual 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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Donald S

Series 66

Gilbert, AZ

Edward Jones

Donald Sullivan is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 license and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Allied First Bank, loanDepot, Yelp, Freedom Financial Network, and Lendmark. Outside of his advisory role, he is involved in managing a rental property with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for a large nationwide network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending.

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

Series 66

Gilbert, AZ

Edward Jones

Michelle Knapp is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Union Bank and Guild Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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