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Davis W

Series 66

San Angelo, TX

Edward Jones

Davis Woodfin is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked for nearly a decade with Eden Emergency Medical Services and the San Angelo Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond advisory services.

Business ownership considerations Business succession planning Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Whitney P

Series 66

San Angelo, TX

Edward Jones

Whitney Pyle is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Whitney served in roles including children's director at Christoval Baptist Church, where she organizes volunteers, programs, and events for children. Whitney has also been involved with Cornerstone Christian School and Baptist Bible Fellowship International. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Series 66

San Angelo, TX

Edward Jones

Lloyd Woodfin Jr. is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as treasurer and check-signing authority for LifePoint Baptist Church. 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 and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Trevor G

Series 66

San Angelo, TX

Edward Jones

Trevor Gilbert is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Sonora Bank from 2018 to 2021 and Hibbett Sports from 2017 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner Oil & Gas
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Barry J

Series 63, Series 66

San Angelo, TX

Edward Jones

Barry Jackson is a financial advisor with Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in a family-owned laundry and dry cleaning business operated by his wife. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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