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Brian R

ChFC®, Series 63, Series 66

Port Royal, SC

Edward Jones

Brian Richter is a financial advisor at Edward Jones in Port Royal, SC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has seven years of experience in the industry, including a 15-year tenure at PSE&G prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Wealth management Doctor or Medical Professional
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Robyn C

Series 66

Port Royal, SC

Edward Jones

Robyn Clevinger is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work history includes roles at Dust Solutions Inc and Beaufort County Public Works. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Wealth management Military & Veterans Founder/Business Owner Intergenerational Families
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