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Francis W

Series 66

Monument, CO

Edward Jones

Francis Wynne is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Wynne serves on the investment committees for the Monument Hill Kiwanis Foundation and Rockie Mountain Youth Leadership, contributing to educational and fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients through various advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branches, offering services that include 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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Liam W

Series 66

Monument, CO

Edward Jones

Liam Wynne is a financial advisor at Edward Jones in Monument, CO, holding a Series 66 designation with eight years of experience. His prior career includes ownership of Mickey's Meals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Dentist
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