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Natalie M

Series 63, Series 66

Riverview, FL

Edward Jones

Natalie Matos is a financial advisor with Edward Jones in Riverview, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, spanning over two decades before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Whittney H

Series 66, Series 63

Riverview, FL

Edward Jones

Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has held positions at firms including Fisher Investments and USAA Financial Planning Services. Harvey also operated Whittney Harvey's Books from 2017 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets under management.

Divorce financial planning Professional Athlete Entertainment Industry Educators, Teachers, and Academics Doctor or Medical Professional Widow/Widower
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