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Jennifer S

CFP®, Series 63, Series 66

Lexington, NC

Edward Jones

Jennifer Schoonmaker Dasch is a CFP®-certified financial advisor with Edward Jones, based in Lexington, NC. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Bucktail Properties, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Beth H

CFP®, Series 66

Lexington, NC

Edward Jones

Beth Hawkins is a CFP® with nine years of industry experience, currently serving at Edward Jones in Lexington, NC. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm has approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive Women Professionals
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Logan C

Series 65, Series 63

Lexington, NC

Edward Jones

Logan Chandler is a financial advisor at Edward Jones in Lexington, NC, holding Series 63 and Series 65 designations with three years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank and Lillys Bridge Marina. Edward Jones is a full-service wealth management firm serving more than four million 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 operates under a fiduciary standard and is distinguished by its extensive retail advisor and branch network, as well as affiliated services such as 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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