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Dominic R

ChFC®, Series 66

Gilbert, AZ

Edward Jones

Dominic Reis is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in managing a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Multi-generational wealth transfer General estate planning guidance Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Gifting strategies Retired Founder/Business Owner Executive
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Georgina B

Series 66

Gilbert, AZ

Edward Jones

Georgina Bunger is a Series 66-licensed financial advisor with Edward Jones in Gilbert, AZ, with 18 years at the firm and one year of industry experience. Prior to her advisory role, she was involved in real estate sales with Century 21 Kroff Realty in Gold Canyon, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

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

CFP®, Series 66

Gilbert, AZ

Edward Jones

Mallory Reis is a CFP® and Series 66 licensed financial advisor with 15 years of experience, all at Edward Jones in Gilbert, AZ. She has managed client portfolios since 2011. Outside of her advisory role, she owns a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Wealth management Business ownership considerations Founder/Business Owner
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