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Steven B

ChFC®, Series 63

Lagrange, GA

Edward Jones

Steven Boatner is a financial advisor with Edward Jones in Lagrange, GA, holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Infinex Investments, Inc., Commercial Banking Company, and Cetera Investment Services LLC. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Aaron C

Series 66

Lagrange, GA

Edward Jones

Aaron Christian is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Uber, Lyft, Marco's Pizza, and S&S Termite and Pest Control. Outside of his advisory role, he volunteers as a minister at the Muscogee County Jail and serves as an associate pastor at Fountain Gate Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branches.

Retirement income strategy Business exit / sale strategy Business succession planning Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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