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Lewis M

Series 66

Mesa, AZ

Edward Jones

Lewis Merrill is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved with Shoofly Farm Virginia LLC, a farming business where he participates in maintenance and repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies 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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Dana D

Series 66

Mesa, AZ

Edward Jones

Dana Del Rio is a financial advisor at Edward Jones with 14 years at the firm and 11 years of industry experience. She holds the Series 66 designation and is based in Mesa, AZ. 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. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Mesa, AZ

Edward Jones

Patrick De La Grange is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones for most of his career, including an 18-year period prior to a brief hiatus and a recent return to the firm. 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 strategies, operating under a fiduciary standard and 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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Sharon H

Series 66

Mesa, AZ

Edward Jones

Sharon Huffman is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. Outside her advisory role, she is involved with Ardmor Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of advisors and branch offices.

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

CFP®, Series 63

Mesa, AZ

Edward Jones

Suzy Myers is a CFP®-certified financial advisor with Edward Jones in Mesa, AZ, where she has worked since 2001. She has 25 years of industry experience. Outside of her advisory role, she is involved as a managing partner in a yacht charter business and serves on the boards of a nonprofit supporting low-income individuals and a condo association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of advisors and branch offices.

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

Series 66

Mesa, AZ

Edward Jones

Robert Conroy is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by the largest financial advisor and branch network in its category.

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

CFP®, ChFC®, Series 66

Mesa, AZ

Edward Jones

Lucas Reis is a financial advisor with Edward Jones in Mesa, AZ, holding the CFP® and ChFC® designations and the Series 66 license. He has 16 years of industry experience, including prior roles at Charles Schwab and two separate periods at Edward Jones totaling 14 years. Outside of advisory work, Reis is involved in fitness-related businesses, co-owning two LLCs and operating a fitness franchise. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

Mesa, AZ

Edward Jones

Michele Bunsick is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she purchases essential oil products as a brand partner for Young Living without soliciting others. 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 discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated 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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Stacy S

Series 66

Mesa, AZ

Edward Jones

Stacy Siewert is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

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

CFP®, Series 63

Mesa, AZ

Edward Jones

Thomas Barth is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving clients at Edward Jones since 1997. He is based in Mesa, AZ, and holds the Series 63 license. Outside of his advisory role, Barth serves as president of the Minnesota Valley Investment Club. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors nationwide, offering a broad range of advisory programs and investment solutions to individual and institutional clients under a fiduciary standard.

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

Series 66

Mesa, AZ

Edward Jones

Yesica Cruz is a financial advisor at Edward Jones in Mesa, AZ, with eight years at the firm and a total of five years of industry experience. She holds the Series 66 designation and previously worked at Greystar. Outside of her advisory role, she co-manages rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices.

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

Series 66

Mesa, AZ

Edward Jones

Jasmine Stanfill is a Series 66-licensed financial advisor with Edward Jones in Mesa, AZ, and has 16 years of industry experience. She has been with Edward Jones since 2007. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Mesa, AZ

Edward Jones

Justin Chamberlain is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vacation Ownership Consultants and GoDaddy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Family Business Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner Intergenerational Families
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Jairo G

CFA®, Series 63

Mesa, AZ

Edward Jones

Jairo Giraldo is a CFA® charterholder with 18 years of industry experience. He has worked at Edward Jones in various roles since 2004, including at Edward Jones Trust Company from 2018 to 2025. Giraldo is currently based in Mesa, AZ. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

ChFC®, Series 66

Mesa, AZ

Edward Jones

Kira Ross is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and six years of industry experience. She has worked at Edward Jones since 2017 and was previously with Alegis for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, 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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