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Travis B

Series 63, Series 66

Grayslake, IL

Edward Jones

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. 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 more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Inheritance planning Wealth management Retired Founder/Business Owner Executive
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Rick M

Series 66

Grayslake, IL

Edward Jones

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. 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 and investment services supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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