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Marion S

Series 66

Orland Park, IL

Edward Jones

Marion Smith is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2025, Smith worked at Citigroup Global Markets for 16 years, followed by roles at Merrill Lynch and Bank of America NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Colleen L

Series 66

Orland Park, IL

Edward Jones

Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Military & Veterans Doctor or Medical Professional Real Estate Professional
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Robert D

Series 66

Orland Park, IL

Edward Jones

Robert De Young is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at White Castle System, Inc. for over four decades. Edward Jones is a full-service wealth management firm serving more than 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.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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