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Sarah W

Series 63, Series 65

Lusby, MD

Edward Jones

Sarah Weems is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Carrie Polk Insurance & Investments Inc. Outside of advising, she is the CEO of Sarahtonin LLC, a graphic design and distribution company, and is working on writing a book. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Family Business Business succession planning General estate planning guidance Founder/Business Owner LGBTQIA
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Sean M

Series 66

Lusby, MD

Edward Jones

Sean Mc Guire is a financial advisor with Edward Jones in Lusby, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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