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Stephen H

CFP®, Series 66

Magnolia, AR

Edward Jones

Stephen Hardy is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Magnolia, Arkansas. Outside of advising, he manages mineral rights royalties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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

Series 66

Magnolia, AR

Edward Jones

Patrick Dodd is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following roles at United Rentals and Lawson Products. Outside of his advisory work, he co-owns a resale business on eBay with his wife, which they use to teach their children about running a business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

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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