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Dora N

Series 66

Greensboro, NC

Edward Jones

Dora Neubauer is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 credential. She has one year of industry experience, having joined Edward Jones in 2025 after a 16-year career at Tupperware. 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 financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Inheritance planning Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Richard D

ChFC®, Series 66

Greensboro, NC

Edward Jones

Richard Dutch is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 16 years of industry experience and has been with Edward Jones since 2009. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Greensboro, NC

Edward Jones

Kimberly Gordon is a Series 66-credentialed financial advisor with Edward Jones in Greensboro, NC. She has 18 years of experience with Edward Jones and two years in the financial industry more broadly. Outside of her advisory role, she is involved as a lead server at a local restaurant and bakery. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment 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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