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Sean B

CFP®, Series 63, Series 65

Naperville, IL

Edward Jones

Sean Bradshaw is a CFP®-designated financial advisor at Edward Jones in Naperville, IL, with 25 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Cheryl D

Series 66

Naperville, IL

Edward Jones

Cheryl Duncan is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where she has worked since 2012, accumulating 13 years of industry experience. She is also associated with Nature's Sunshine Products, a nutritional supplements business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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