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Grant E

CFP®, Series 66

Overland Park, KS

Edward Jones

Grant Ewing is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience, including a brief tenure at Capital Electric Construction Co. Inc. before joining Edward Jones. The firm serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Alyssa S

Series 66

Overland Park, KS

Edward Jones

Alyssa Smith is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Parameno Health, Oak Road Wealth Management, and several other companies. Outside of finance, she owns Aly Jean Media, a videography business focusing on editing video content for personal events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

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