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John K

Series 63, Series 66

Marco Island, FL

Edward Jones

John Keeley is a financial advisor at Edward Jones with 37 years of industry experience, all of which has been spent at the firm. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Keeley owns and manages commercial properties in Naperville, Illinois. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Executive
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Sander L

Series 63, Series 65

Marco Island, FL

Edward Jones

Sander Ludeman VI is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience exclusively with the firm since 2002. Based in Marco Island, FL, Ludeman also owns a rental shed business and farmland in Minnesota. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Founder/Business Owner
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Richard K

Series 63, Series 66

Marco Island, FL

Edward Jones

Richard Knapp is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Marco Island, FL

Edward Jones

Todd Tyrie is a financial advisor with Edward Jones in Marco Island, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a passive owner of a horse breeding farm. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory programs, operating under a fiduciary standard.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Patrick S

CFP®, Series 66

Marco Island, FL

Edward Jones

Patrick Surdy is a financial advisor with Edward Jones in Marco Island, Florida, holding CFP® and Series 66 credentials and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as Trustee and Vice President of the Siegfried Family Foundation and co-owns a boat with his brother through Riverstone Acres, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and services supported by a large national network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark P

CFP®, Series 63

Marco Island, FL

Edward Jones

Mark Putbrese is a CFP® with 30 years of experience in the financial industry. He has been with Edward Jones since 1995, serving clients from Marco Island, FL. 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 strategies, including managed solutions and separately managed accounts, while operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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