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Stephanie A

Series 66

North Manchester, IN

Edward Jones

Stephanie Atkinson is a Series 66-credentialed financial advisor with Edward Jones, based in North Manchester, IN, and has one year of industry experience. Prior to joining Edward Jones, she held roles at Kansas State University College of Veterinary Medicine and Cargill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, Series 63, Series 66

North Manchester, IN

Edward Jones

Sandra Atkinson is a CFP® professional with 29 years of experience at Edward Jones, where she has worked since 1996. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the advisory board of a nonprofit radio station and has been involved in agricultural and community activities, including serving as past president of a local homemakers club and co-trustee of a family trust. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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