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Jeoffrey D

Series 63, Series 66

Plano, TX

Edward Jones

Jeoffrey Dumas is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with Edward Jones since 2019, with a brief hiatus prior to that. Outside of his advisory role, he is involved in land development and oil and gas partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

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

Series 63, Series 66

Plano, TX

Edward Jones

Craig Mills is a financial advisor with Edward Jones in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a variety of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Kevin R

CFP®, ChFC®, Series 63, Series 65

Plano, TX

Edward Jones

Kevin Rackers is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at AIG Capital Services, American General Life Insurance, The Prudential Insurance Company of America, and Pruco Securities. He is based in Plano, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner
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Scott S

CFP®, Series 66

Plano, TX

Edward Jones

Scott Smith is a CFP® with 15 years of industry experience, all with Edward Jones since 2011. He holds Series 66 registration and is based in Plano, TX. Outside of advising, he serves as a director and shareholder of Watson Truck and Supply in Hobbs, NM, and is an owner/member of Carrios Holdings LLC, a real estate and hair salon business in Prosper, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national footprint with more than 23,000 financial advisors and over 15,000 branch offices.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Family Business General estate planning guidance Founder/Business Owner Oil & Gas
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