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Peter D
Series 66
Port Charlotte, FL
Edward Jones
Peter Donlevy is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at SGS Maine Pointe, LLC and JandP Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.
Steven M
Series 66
Port Charlotte, FL
Edward Jones
Steven Muse is a financial advisor at Edward Jones in Port Charlotte, FL, holding a Series 66 designation with 11 years of industry experience. He was previously with Merrill from 2003 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
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