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Jeana R

CFP®, Series 66

Newburgh, IN

Edward Jones

Jeana Rivera is a CFP® and holds the Series 66 designation, currently working with Edward Jones in Newburgh, IN. She has eight years of industry experience, including prior roles at Edward Jones and Southern Illinois University Edwardsville. Outside of her advisory work, she is involved in the restaurant industry as a waitress and bartender at Stackhouse Pub and Grill in Chesterfield, MO. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Inheritance planning Retired Founder/Business Owner Executive
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Lawrence T

Series 63, Series 66

Newburgh, IN

Edward Jones

Lawrence Taylor is a financial advisor with Edward Jones in Newburgh, IN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Fifth Third Securities, Bank of America NA, Merrill Lynch, and New York Life. Outside of advising, he is involved in custom furniture making and serves as vice president of a real estate investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the U.S.

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