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Stefan S

CFP®, Series 66

Lansdale, PA

Edward Jones

Stefan Szygiel is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Edward Jones and has previously worked at JFS Wealth Advisors, LLC and Girard Investment Services, LLC. Outside of finance, he has been involved with local soccer organizations and worked within the Central Bucks School District. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Startup equity planning Business ownership considerations Wealth management Founder/Business Owner
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Duncan R

CFP®, Series 66

Lansdale, PA

Edward Jones

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm 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 Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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John N

CFP®, ChFC®, Series 66

Lansdale, PA

Edward Jones

John Northrop is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience at Edward Jones in Lansdale, PA. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of Northrop Diversified, LLC, an investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, including access to 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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Barth A

Series 66

Lansdale, PA

Edward Jones

Barth Allgeier is a Series 66 credentialed financial advisor with Edward Jones in Ambler, PA, where he has worked since 2009. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

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

Series 66

Lansdale, PA

Edward Jones

Shawna Steward is a financial advisor with Edward Jones in Lansdale, PA, holding a Series 66 designation. She has seven years of industry experience, including two years at DeSales University prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

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