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Stephen C

Series 63

Huntsville, AL

Edward Jones

Stephen Cundiff is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Huntsville, AL

Edward Jones

William Suggs is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Dynetics, a Leidos Company, and has experience in education at Florida College and Athens State University. In addition to his advisory role, he occasionally preaches as an evangelist for various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and services through a nationwide network of financial advisors and branch offices.

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

CFP®, ChFC®, Series 66

Huntsville, AL

Edward Jones

Daniel Cundiff is a financial advisor at Edward Jones in Huntsville, AL, holding CFP® and ChFC® designations with two years of industry experience. His prior work includes roles at Edward Jones and Morell Engineering, as well as a position at Point University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services, supported by a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations General estate planning guidance General retirement planning Wealth management Government Employee Founder/Business Owner
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