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Meghan P

Series 66

Overland Park, KS

Edward Jones

Meghan Piere is a financial advisor at Edward Jones with a Series 66 credential and prior experience at Ernst & Young, LLP and PricewaterhouseCoopers, LLP. She has one year of industry experience and is based in Overland Park, KS. Outside of her advisory role, Meghan manages rental properties in Shawnee, KS. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Doctor or Medical Professional Financial Professional Women Professionals
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Jack H

Series 63, Series 66

Overland Park, KS

Edward Jones

Jack Hansen is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Abigail H

Series 66

Overland Park, KS

Edward Jones

Abigail Hansen is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience as a registered nurse providing medical care in a neonatal intensive care unit. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Doctor or Medical Professional Women Professionals
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Allison H

Series 66

Overland Park, KS

Edward Jones

Allison Howes is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Yardhouse, Buffalo Wild Wings, and Courtyard by Marriott. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary 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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Kevin M

CFP®, Series 66

Overland Park, KS

Edward Jones

Kevin Murphy is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all spent at the firm since 2012. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Toby T

Series 63, Series 66

Overland Park, KS

Edward Jones

Toby Theel is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with GWFS Equities, Ivy Distributors, and Waddell & Reed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard 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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