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Sean M

Series 66

Rome, GA

Edward Jones

Sean Moriarty is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Merrill, Bank of America, N.A., and Enterprise Holdings before joining Edward Jones in 2019. He holds a Series 66 designation and is based in Rome, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Military & Veterans Founder/Business Owner Intergenerational Families
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David C

Series 66

Rome, GA

Edward Jones

David Cooley is a Series 66-licensed financial advisor with Edward Jones in Rome, Georgia, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of household types and organizational entities. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices, offering discretionary and non-discretionary advisory strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Austin R

Series 66

Rome, GA

Edward Jones

Austin Roberts is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Riverside Toyota for five years. Outside of his advisory role, Roberts is involved in music as the assistant music director at First Presbyterian Church and performs as a band member and lead singer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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