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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.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner Divorced Intergenerational Families
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Robert M

ChFC®, Series 66

Louisville, KY

Edward Jones

Robert Melillo is a ChFC® and Series 66 licensed financial advisor with Edward Jones in Louisville, KY, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in the aviation sector with Triton Airways LLC and Nexgen Aviation LLC, and at Aerotek. He is involved in flight instruction activities in Louisville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products through a nationwide network of advisors and branch offices.

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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