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Kayla M

Series 65, Series 66

Pickens, SC

Edward Jones

Kayla Mitchell is a financial advisor at Edward Jones with credentials including the Series 65 and Series 66 licenses and two years of industry experience. Her prior experience includes roles at Wells Fargo Bank NA, Fidelis Business Services LLC, and Lakenorth Investment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, a proprietary money market fund, and tax-efficient overlay services under a fiduciary standard.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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David G

Series 63, Series 66

Pickens, SC

Edward Jones

David Grant is a financial advisor with Edward Jones in Pickens, South Carolina. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several residential, commercial, and vacation rental properties in South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

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