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Michael S

Series 66

Irving, TX

Edward Jones

Michael Seibert is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 20 years with Grapevine Colleyville ISD. Outside of his advisory role, he serves as a worship leader at Grapevine Church of Christ, where he plans and leads Sunday morning worship services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Justin M

Series 66

Irving, TX

Edward Jones

Justin Montanari is a financial advisor at Edward Jones in Irving, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the automotive industry with roles at Park Place Lexus Plano and James Wood AutoPark. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner Sales Professional
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