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Amy N

CFP®, Series 66

Round Rock, TX

Edward Jones

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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Kari M

ChFC®, Series 66

Round Rock, TX

Edward Jones

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding a ChFC® designation and a Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Urban Mattress and spent 18 years as a homeschool teacher. She also provides limited nutrition and fitness coaching and has experience editing college essays for high school students. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General retirement planning Founder/Business Owner Executive Intergenerational Families
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