David Greer is a Series 66 credentialed financial advisor with Edward Jones, based in Prattville, AL. He has 17 years of industry experience, having worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Beau Greer is a CFP® professional with 26 years of industry experience, currently serving with Edward Jones since 1999. Based in Prattville, AL, he is involved as a member of Tanglewood Farm LLC, which manages farmland, and acts as trustee for the Donald W Greer Irrevocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Jeffrey Jones is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience, all of which have been at Edward Jones since 2015. He is based in Prattville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.