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Allison L

Series 66

Graham, TX

Edward Jones

Allison Lowe is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has had previous roles at InterBank and multiple positions associated with Tarleton State University and Sam Houston State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Todd D

Series 66

Graham, TX

Edward Jones

Todd Danley is a financial advisor with Edward Jones, holding a Series 66 designation and 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Danley owns and operates Danley Ranch, where he is involved in livestock care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Matthew L

Series 66

Graham, TX

Edward Jones

Matthew Lowe is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at Olney Interbank for four years and has held various positions in agriculture and manufacturing firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, fiduciary services, and affiliated investment options through a widespread network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Educators, Teachers, and Academics
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Tamara E

Series 66

Graham, TX

Edward Jones

Tamara Earp is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. 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 through a nationwide network of around 23,701 advisors and offers a range of advisory 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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