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Alberto M

Series 66

Oro Valley, AZ

Edward Jones

Alberto Molina is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America for seven years. His background includes roles outside finance, such as working at a funeral services company and co-owning a pizzeria. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, 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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Thomas M

Series 66

Oro Valley, AZ

Edward Jones

Thomas Mc Connell is a financial advisor with Edward Jones in Oro Valley, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch and self-employment periods before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.

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

CFP®, Series 63, Series 66

Oro Valley, AZ

Edward Jones

Mark Christopher Weiss is a CFP® professional with 16 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2019. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he and his wife operate a small business buying and selling used books on Amazon. 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 large network of financial advisors and branch offices nationwide.

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

CFP®, ChFC®, Series 63

Oro Valley, AZ

Edward Jones

Peggy Klein is a CFP® and ChFC® with 37 years of experience in the financial industry. She has been with Edward D. Jones & Co., L.P. since 1987. The firm serves more than four million individual and institutional clients, offering a range of wealth management and advisory services supported by a large nationwide network of financial advisors and offices. Edward Jones provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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