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Vittorio B

CFP®, Series 63, Series 66

North Palm Beach, FL

Edward Jones

Vittorio Bertuzzelli is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in North Palm Beach, FL. Outside of his advisory role, he owns and maintains several commercial and residential rental properties in the Florida area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Divorce financial planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Sally E

Series 63, Series 66

North Palm Beach, FL

Edward Jones

Sally Engels is a financial advisor at Edward Jones with 37 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Princor Financial Services Corporation for 14 years before joining Edward Jones in 2020. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

North Palm Beach, FL

Edward Jones

Brandon Hinson is a financial advisor with Edward Jones in North Palm Beach, FL. He holds the Series 66 designation and has six years of experience with Edward Jones and prior roles including positions at Steven Afterburn, Palm Beach State College, and Publix Super Markets. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national 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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