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Samuel H

Series 66

Greenville, SC

Edward Jones

Samuel Hall is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at John Hancock Investment Management Distributors LLC and spent time in academic roles at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Greenville, SC

Edward Jones

Margaret Burns is a financial advisor with Edward Jones in Greenville, SC. She holds a Series 66 designation and has been with Edward Jones since 2023. Prior to joining the firm, she spent several years working with Grace Church and Brio Internal Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

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

Series 66

Greenville, SC

Edward Jones

Johnnie Hall II is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hall serves as a board member for Upstate COOP, a homeschool cooperative attended by his children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Jennie D

Series 66

Greenville, SC

Edward Jones

Jennie Dunbar is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in hospitality and related fields at Carroll Hospitality, Innisfree Hotels, Uptown Circle, LLC, and Corner Clean Hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Inheritance planning Entertainment Industry Founder/Business Owner
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James O

Series 66

Greenville, SC

Edward Jones

James Osborn Jr. is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation. He has over 17 years of industry experience, including prior roles at Rogers Townsend LLC and MAKS Private Capital LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large network of advisors and branch offices nationwide.

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

CFP®, Series 66

Greenville, SC

Edward Jones

Austin Marshall is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2018. His prior work includes roles in tour and sportfishing companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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