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Bryce B
Verified by Warmer
Series 66, AAMS®, Series 7
Palm City, FL
Edward Jones
Bryce Buchanan is a financial advisor with Edward Jones in Palm City, Florida. Since joining the firm in 2014, he has been dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Bryce believes financial planning is about more than investments. It is about understanding what matters most to each client and building a strategy that aligns with their values, priorities, and vision for the future. He works closely with clients through life's major transitions, including retirement, business ownership, wealth accumulation, and legacy planning. A particular area of focus for Bryce is helping business owners prepare for significant financial and personal transitions. He enjoys collaborating with clients and their other professional advisors to create thoughtful strategies tailored to their unique circumstances. Bryce and his team are committed to building long-term relationships based on trust, personalized service, and ongoing guidance.
Ernesto M
Series 66
Palm City, FL
Edward Jones
Ernesto Mendoza is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously held roles outside of finance, including with the NY Mets and various wellness and chiropractic centers. He also has experience as an entrepreneur with Trail to Nature LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of over 23,000 advisors nationwide.
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