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Michael C

Series 66

Niles, IL

Edward Jones

Michael Cardella is a financial advisor at Edward Jones in Niles, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Adam Jurs State Farm for one year. Outside of his advisory role, he has worked as a server and cook at Harp and Fiddle, a restaurant in Park Ridge, IL. 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.

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

Series 63, Series 66

Niles, IL

Edward Jones

Jeffrey Cardella is a financial advisor with Edward Jones in Niles, IL, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward Jones since 1990. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

Series 66

Niles, IL

Edward Jones

Peter St Aubin is a financial advisor with Edward Jones in Niles, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Texas Capital Bank and Private Bank & Trust. He serves as the Membership Committee Chair and board member at Evanston Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies Founder/Business Owner Self-Employed
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Lisa D

Series 66

Niles, IL

Edward Jones

Lisa Duncan is a financial advisor at Edward Jones in Niles, IL, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

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