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Shannon D

Series 66

Greenville, SC

Edward Jones

Shannon Dunn is a financial advisor with Edward Jones based in Greenville, SC, holding a Series 66 designation. Dunn has been with Edward Jones since 2023 and has work experience in banking, retail, education, and the food service industry. Prior to joining Edward Jones, Dunn worked at Truist Bank and Kathy & Company Bakery among other roles. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

Series 63, Series 66

Greenville, SC

Edward Jones

Robert Anderson Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of advising, he is also a writer with publications available on Kindle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

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