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Eric B

CFP®, Series 66

Rockville, IN

Edward Jones

Eric Byers is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he managed Byers Farms LLC, an agricultural business where he performed caretaking of animals and farm machinery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs. The firm offers both discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Monti B

Series 63, Series 66

Rockville, IN

Edward Jones

Monti Byers is a financial advisor with Edward Jones in Rockville, Indiana, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as president of BBZ Enterprises, Inc., where he is involved in sourcing investment capital and examining financial statements for real estate investments. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor and branch network and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive
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