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Kelly F

Series 66

Shavano Park, TX

Edward Jones

Kelly Finley is a Series 66-licensed financial advisor with Edward Jones, based in Shavano Park, TX, and has six years of industry experience. Prior to joining Edward Jones in 2019, Finley worked in senior living and automotive industries. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Military & Veterans Intergenerational Families Widow/Widower
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Wesley L

CFP®, ChFC®, Series 66

San Antonio, TX

Edward Jones

Wesley Landrus Mc Gee is a financial advisor with Edward Jones in San Antonio, TX, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Academy Sports & Outdoors and JP Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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

CFP®, Series 66

San Antonio, TX

Edward Jones

Jocelyn Cates is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Investment Professionals Inc from 2013 to 2017. She holds the Series 66 designation and operates out of San Antonio, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Sales Professional
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Mark W

Series 66

San Antonio, TX

Edward Jones

Mark Weinandt is a financial advisor at Edward Jones in San Antonio, TX, with three years of industry experience. Prior to joining Edward Jones, he served 30 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Wealth management Retirement income strategy Retirement withdrawal strategies Business ownership considerations Founder/Business Owner Military & Veterans Professional Athlete
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Bree S

Series 66

San Antonio, TX

Edward Jones

Bree Soileau is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, with two years of industry experience. She previously worked for Alamo 180 for 12 years. Outside of her advisory role, she is a co-owner of a fitness gym in San Antonio and operates an online swim service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a wide array of investment advisory programs and maintains a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner Women Professionals Women Business Owners
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Christina G

Series 66

San Antonio, TX

Edward Jones

Christina Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Early retirement planning Retirement withdrawal strategies ESG / Sustainable investing Retired Founder/Business Owner Executive
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