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Cheryl M

CFP®, Series 63

Jackson, MO

Edward Jones

Cheryl Mothes is a CFP® with 26 years of industry experience, currently affiliated with Edward Jones since 1999. She is based in Jackson, MO, and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Tracy H

Series 66

Jackson, MO

Edward Jones

Tracy Hillman is a financial advisor at Edward Jones in Jackson, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she assists with administrative tasks for a landscaping business operated by her significant other. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

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

Series 66

Jackson, MO

Edward Jones

Roy Merideth is a financial advisor at Edward Jones in Jackson, MO, holding a Series 66 designation and with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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