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Virginia M

CFP®, Series 66

Mechanicsville, VA

Edward Jones

Virginia Mohn is a CFP® certificant and Series 66 registered advisor with Edward Jones in Mechanicsville, VA. She has eight years of industry experience, including two years at KPMG LLP before joining Edward Jones in 2017. 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 under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and a proprietary money market fund.

Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Executive
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Steven M

Series 66

Mechanicsville, VA

Edward Jones

Steven Mohn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Philips and Encompass Health. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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