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Taylor N
Series 66
Richmond, TX
Edward Jones
Taylor Navel is a Series 66-licensed financial advisor with Edward Jones in Richmond, TX, and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Kaitlyn L
Series 66
Richmond, TX
Edward Jones
Kaitlyn Lingo is a financial advisor at Edward Jones in Richmond, TX, with six years of industry experience. She holds a Series 66 designation and previously worked at HFR Management from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint, affiliated capabilities beyond advisory services, and a fiduciary standard in its advisory offerings.
Danielle B
CFP®, Series 66
Richmond, TX
Edward Jones
Danielle Bily is a CFP® designated financial advisor with Edward Jones in Richmond, TX, with 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as a bookkeeper for a local yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.
Ruben H
Series 66
Richmond, TX
Edward Jones
Ruben Hope IV is a financial advisor with Edward Jones in Richmond, TX. He holds a Series 66 designation and has 10 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Ruben H
Series 63, Series 65
Richmond, TX
Edward Jones
Ruben Hope III is a financial advisor with Edward Jones in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory work, he is a joint owner of a yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of financial advisors and comprehensive affiliated services.
David N
Series 66
Richmond, TX
Edward Jones
David Navia is a Series 66 licensed financial advisor with Edward Jones, based in Richmond, TX, and has two years of industry experience. Prior to joining Edward Jones, he worked in various roles at The Cellar Door, Verizon, Bestbuy, and Houston Certified Diamonds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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