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Bridget C

Series 66

Lake Wales, FL

Edward Jones

Bridget Ceader is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Truist Bank for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

General estate planning guidance Inheritance planning Retirement income strategy General retirement planning Founder/Business Owner
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John M

Series 66

Lake Wales, FL

Edward Jones

John Miller III is a financial advisor with Edward Jones in Lake Wales, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 24 years working with Polk County Public Schools. 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 solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Retirement income strategy Charitable giving tax strategies General retirement planning Wealth management Retired Founder/Business Owner Executive Widow/Widower Newlywed/Engaged
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Cassandra S

Series 66

Lake Wales, FL

Edward Jones

Cassandra Sonnier is a financial advisor at Edward Jones with a Series 66 designation and over 19 years of experience in the financial industry. She worked at Truist Bank for 18 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

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

Series 66

Lake Wales, FL

Edward Jones

Angela Goolsby is a financial advisor with Edward Jones in Lake Wales, FL, holding a Series 66 designation and 18 years of industry experience since 2008. She has spent her entire career with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

CFP®, ChFC®, Series 66

Lake Wales, FL

Edward Jones

Christopher Floyd is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2022, Floyd worked at Ic Advisory Services Inc and The Investment Center Inc from 2018 to 2022, as well as Infinex Investments, Inc. and Allen & Company of Florida, Inc. earlier in his career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by 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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Michele O

CFP®, Series 63, Series 65

Lake Wales, FL

Edward Jones

Michele Ouellette is a financial advisor with Edward Jones in Lake Wales, FL, holding CFP®, Series 63, and Series 65 designations and has 26 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, Ouellette is involved with Ouellette Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm 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.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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