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Steven W

Series 63, Series 66

Lagrange, IN

Edward Jones

Steven Weigel is a financial advisor with Edward Jones in Lagrange, IN, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member for Junior Achievement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 66

Lagrange, IN

Edward Jones

Samantha Cunningham is a Series 66 licensed financial advisor with Edward Jones, based in Lagrange, IN. She has three years of industry experience, including roles at The Venue and Gaia Herbs. Outside of her advisory work, she manages event production for Mountain Song Productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated capabilities, supported by a large network of advisors and branch offices across the country.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive Women Professionals
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