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Meta B

Series 66

Louisville, KY

Edward Jones

Meta Burris is a financial advisor at Edward Jones with a Series 66 designation and two years of experience in the industry. Prior to joining Edward Jones, Burris worked for 11 years at Lowe's Home Improvement in a customer service role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its fiduciary standard and additional services such as trust capabilities and securities-based lending.

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

Series 63, Series 66

Louisville, KY

Edward Jones

John Hall is a financial advisor at Edward Jones in Louisville, KY, holding Series 63 and Series 66 credentials with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Hall serves as a director for Skyline Smyrna Hotel LP, a hotel development and management firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families
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Robert M

ChFC®, Series 66

Louisville, KY

Edward Jones

Robert Melillo is a financial advisor with Edward Jones in Louisville, KY, holding the ChFC® designation and Series 66 license. He has four years of industry experience, including roles in aviation and staffing prior to joining Edward Jones in 2021. Melillo has also engaged in flight instruction activities in his community. 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 and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy Business ownership considerations Inheritance planning Founder/Business Owner
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Alma T

Series 63, Series 65

Louisville, KY

Edward Jones

Alma Tucker is a financial advisor with Edward Jones in Louisville, KY, holding Series 63 and Series 65 designations and having 35 years of industry experience. She has been with Edward Jones since 2005. 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 advisors and branch offices.

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