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Alan R

Series 66

Hillsdale, MI

Edward Jones

Alan Russell is a financial advisor at Edward Jones in Hillsdale, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he was self-employed for seven years and worked at the Michigan Department of Corrections for six years. He is also a co-owner of Sofia Lee Ventures, a real estate rental business he operates with his wife. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Business ownership considerations Wealth management Founder/Business Owner Public Service Employee
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Matthew P

CFP®, Series 66

Hillsdale, MI

Edward Jones

Matthew Patillo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Hillsdale, MI. Outside of his advisory work, Patillo is involved in a fitness center business, The Well AC, where he contributes to public relations, member orientation, and site management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies and affiliated products under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Denise M

Series 66

Hillsdale, MI

Edward Jones

Denise Monahan is a financial advisor with Edward Jones in Hillsdale, MI, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones and its affiliated entity since 2013. 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.

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