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Darrin R

Series 66

Jacksonville, FL

Edward Jones

Darrin Riley is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, he worked at Walgreens for 13 years. Outside of his advisory role, he owns a family home in Maine that he has rented out since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and securities-based lending options.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management General retirement planning Founder/Business Owner
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Pamela N

CFP®, Series 63, Series 65

Jacksonville, FL

Edward Jones

Pamela Nelson is a financial advisor with Edward Jones in Jacksonville, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 36 years of industry experience, including 19 years at Edward Jones since 2007. Nelson serves as a lay member on the Internal Review Board at St. Vincent's Hospital, reviewing medical cases and patient consent forms. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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