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Erin C

Series 66

Northville, MI

Edward Jones

Erin Chevrette is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at General Motors for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Andrew B

CFP®, Series 66

Northville, MI

Edward Jones

Andrew Boyd is a CFP®-certified financial advisor with Edward Jones in Northville, MI, where he has worked since 2019. He has seven years of industry experience and previously held roles at Kellog Catering and Domino’s Pizza LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business succession planning Wealth management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive Intergenerational Families
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