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William C

Series 66

Middlebury, IN

Edward Jones

William Clark is a financial advisor with Edward Jones based in Middlebury, IN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Vector Marketing and the Ron Blue Institute. Outside of his advisory role, he has experience as a purchasing intern at McConn Coffee Company. 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 approximately $1.01 trillion in assets under management and offers a range of advisory programs with a fiduciary standard, 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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William C

Series 63, Series 66

Middlebury, IN

Edward Jones

William Clark is a financial advisor at Edward Jones with 24 years of industry experience. He has held his current position since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of Barak Enterprises, LLC, a real estate holding company. 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 branches nationwide.

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

Series 66

Middlebury, IN

Edward Jones

Eric Stults is a financial advisor at Edward Jones with 8 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he was not employed for two years between 2015 and 2017. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Briley H

Series 66

Middlebury, IN

Edward Jones

Briley Herbster is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Herbster worked at SPINS, LLC and Ancient Nutrition, among other roles. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a large nationwide network of financial advisors. The firm offers a variety of advisory programs and investment strategies under a fiduciary standard.

Family Business Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner Women Professionals Widow/Widower Intergenerational Families
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Steven H

Series 63

Middlebury, IN

Edward Jones

Steven Herbster is a financial advisor with Edward Jones in Middlebury, Indiana, holding a Series 63 credential and over 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he manages two LLCs related to property and vehicle ownership in Costa Rica. 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 broad range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

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