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Carlos R

Series 66

Lambertville, MI

Edward Jones

Carlos Ruiz is a Series 66-licensed financial advisor with Edward Jones, based in Lambertville, MI. He has two years of industry experience and previously worked for six years at the Zepf Center and seven years at the Lucas County Auditor's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations Tax strategies for small businesses Founder/Business Owner Hispanic/Latino/Latinx Young Families
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Joel S

Series 66

Lambertville, MI

Edward Jones

Joel Spotts is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones, he worked in various roles including assistant funeral director at Urbanski's Bedford Funeral Chapel and held positions in companies such as Spotts Excavating & Paving and Fresh Products LLC. He also has experience working at The University of Toledo. 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 and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Business ownership considerations Founder/Business Owner Established Professionals
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David A

Series 66

Lambertville, MI

Edward Jones

David Abalos is a financial advisor with Edward Jones in Lambertville, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Edward Jones since 2004. 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 strategies supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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