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Devon C
Series 66
Greenwich, NY
Edward Jones
Devon Costa is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, he worked at OSAIC, Goldman Sachs, and Bouchey Financial Group. Outside of his advisory role, he owns a sole proprietorship called Craft Ranger, which creates and sells gifts at craft fairs and local stores. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.
Patrick K
Series 66
Greenwich, NY
Edward Jones
Patrick Kimmell is a financial advisor at Edward Jones in Greenwich, NY, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2020 and has prior work experience in various roles, including at UPS and hospitality-related positions. 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 strategies, managing approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.
Breanna L
CFP®, Series 66
Greenwich, NY
Edward Jones
Breanna Lundy is a CFP® professional with 16 years of experience at Edward Jones, where she has worked since 2010. Her other roles include serving as a county councilman in Clay County, Indiana, and working part-time in education counseling for Walton County Schools. She is also co-owner of a family farm that sells grass-fed beef. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.
Lori L
Series 66
Greenwich, NY
Edward Jones
Lori Lennox is a financial advisor with Edward Jones in Greenwich, NY, holding the Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2000. 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 more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.
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