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Westin T

Series 66

Lubbock, TX

Edward Jones

Westin Tucker is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 credential and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member of the Frenship Foundation and is involved with several business entities, including ownership interests in real estate and holding companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and proprietary money market funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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La Jeannia W

Series 66

Lubbock, TX

Edward Jones

La Jeannia Weems Smith is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2009 in various roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large 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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