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Dylan A

ChFC®, Series 66

Lakeland, FL

Edward Jones

Dylan Allen is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked with the Florida Baseball Ranch and Polk County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy Retirement withdrawal strategies Business ownership considerations Wealth management Government Employee Founder/Business Owner
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Gregory W

Series 66

Lakeland, FL

Edward Jones

Gregory West is a financial advisor with Edward Jones in Lakeland, Florida, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, West serves as secretary and treasurer for the BNI Auburnable Chapter "Profit Boosters." Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its network of more than 23,700 advisors with affiliated mutual funds, a trust company, and securities-based lending.

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