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Douglas C

Series 63, Series 66

Naples, FL

Edward Jones

Douglas Conroy is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management Retired Founder/Business Owner Executive
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Haley J

Series 66

Naples, FL

Edward Jones

Haley Jones is a financial advisor at Edward Jones in Naples, FL, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked in diverse fields including floral design and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm has a large national presence, managing approximately $1.01 trillion in assets and offering tax-efficient and fiduciary-standard services.

Divorce financial planning Business ownership considerations General retirement planning Founder/Business Owner Newlywed/Engaged Women Professionals Parents Intergenerational Families
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Anuradha S

Series 63, Series 65, Series 66

Naples, FL

Edward Jones

Anuradha Sarin is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones, she was involved with the Hippocampus Reading Foundation and the Micrograam Peer to Peer lending platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer Doctor or Medical Professional Executive Women Professionals
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Jeffrey Z

Series 66

Naples, FL

Edward Jones

Jeffrey Zeiler is a financial advisor at Edward Jones in Naples, FL, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in his own advisory practice and held roles in independent laboratory sales and entrepreneurial ventures, including leadership positions at God's Nutrition, LLC and Lifestyle Genetics, LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individual households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a network of more than 23,000 financial advisors and offers a variety of investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

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

Series 66

Naples, FL

Edward Jones

Dh Wolf is a financial advisor at Edward Jones in Bonita Springs, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Wolf was self-employed for 12 years. There are no notable outside business activities reported. 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 investment strategies supported by a nationwide network of approximately 23,701 advisors.

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

Series 66

Naples, FL

Edward Jones

Darrin Sanger is a financial advisor with Edward Jones in Naples, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and concurrently operates Sanger Consulting Group, LLC. Prior to this, he spent five years at Triple Canopy, Inc., a Constellis Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Military & Veterans Founder/Business Owner
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