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Laurie P

CFP®, Series 66

Missouri City, TX

Edward Jones

Laurie Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Missouri City, TX, and has four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill, Bank of America, Grand Canyon University, and Ascena Retail Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Allison S

Series 66

Missouri City, TX

Edward Jones

Allison Stark is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Akedis, DIVA Built & PETRA Built, Brand Advantage LLC, Oracle Netsuite, and Katy Cares Inc. 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 solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products, supported by a 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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