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Samuel W

Series 66

Humble, TX

Edward Jones

Samuel Wheatley is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in education and fitness, including roles at Humble ISD and U Turn Crossfit. He also served at Second Baptist Church for seven years. 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 solutions, supported by a nationwide network of roughly 23,701 advisors and $1.01 trillion in assets under management.

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

CFP®, Series 66

Humble, TX

Edward Jones

Diana Van Horn is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2009, bringing 19 years of industry experience. She serves in a leadership role as Regent/President for the Catholic Daughters Court St Martha Kingwood. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment capabilities.

Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Engineering Professional Oil & Gas Values-based investing Christian Faith Based
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