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Ross W

Series 66

Liberty, TX

Edward Jones

Ross Ward is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Chase, American Beacon Advisors, Resolute Investment Managers, and Invesco. Outside of his advisory role, Ward serves as a City Councilman in Liberty, Texas. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Liberty, TX

Edward Jones

Stephen Dugger is a financial advisor with Edward Jones in Liberty, TX, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Susan L

CFP®, Series 66

Liberty, TX

Edward Jones

Susan La Cour is a financial advisor with Edward Jones in Liberty, TX. She holds the CFP® and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones in 2019, she worked in education with Hardin ISD and Chrysalis School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a trust company.

Divorce financial planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Widow/Widower Intergenerational Families
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Rachel D

Series 66

Liberty, TX

Edward Jones

Rachel Draughn is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previously worked with St. Mark's Episcopal Church and the Texas Classroom Teacher's Association. 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 supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Founder/Business Owner
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