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Paul G

CFP®, Series 63, Series 66

New Philadelphia, OH

Edward Jones

Paul Gorgas is a CFP®-certified financial advisor with Edward Jones in New Philadelphia, OH, where he has worked since 1998, totaling 27 years of industry experience. He is the sole proprietor of Gorgas, LLC, a private limited liability company. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services through a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Carson G

Series 66

New Philadelphia, OH

Edward Jones

Carson Gessner is a financial advisor at Edward Jones in New Philadelphia, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Newton Asphalt Paving, Vertical Knowledge, and AXS Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charitable giving tax strategies Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Natalie W

Series 66

New Philadelphia, OH

Edward Jones

Natalie Watson is a financial advisor at Edward Jones with over 11 years of experience at the firm. She holds a Series 66 designation and is based in New Philadelphia, OH. Outside of her advisory role, she serves as a substitute teacher at Bolivar Wesleyan Preschool. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

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