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Patrick S

Series 66

Murfreesboro, TN

Edward Jones

Patrick Sherer is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including self-employment and positions at Superior Communications and Asurion. He is also co-owner of a dumpster rental business, where he helps manage back-end operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is known for its extensive retail advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Real estate investing Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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Brian C

CFP®, ChFC®, Series 63, Series 66

Murfreesboro, TN

Edward Jones

Brian Coleman is a CFP® and ChFC® professional with 21 years of experience in the financial industry, all of which have been spent at Edward Jones since 2005. He is based in Murfreesboro, TN. Brian holds Series 63 and Series 66 licenses. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offices and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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