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Benjamin N

CFP®, Series 66

Mount Pleasant, SC

Edward Jones

Benjamin Nesvold is a financial advisor at Edward Jones in Mount Pleasant, SC, holding CFP® and Series 66 licenses with seven years of industry experience. Before joining Edward Jones in 2019, he worked in legislative roles, including for State Senator Leah Vukmir and the Leah for Senate campaign from 2016 to 2019, and spent twelve years at Hawley, Kaufman & Kautzer Law Offices, S.C. He serves on the Investment Committee Board for Trident United Way in North Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm supports both high-net-worth and non-high-net-worth households and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Kurt D

CFP®, Series 66

Mount Pleasant, SC

Edward Jones

Kurt Denner is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Wagner Systems Inc. and Apex Tool Group, LLC. 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 programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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