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Frederick C

Series 66

Sanford, FL

Edward Jones

Frederick Craig II is a financial advisor with Edward Jones in Sanford, FL, holding a Series 66 designation. He has one year of experience in the financial industry, following eleven years with Automotive Financial of America, Inc. 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 network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Sanford, FL

Edward Jones

Calin Cagliuso is a financial advisor with Edward Jones in Sanford, FL, holding CFP® and Series 66 designations and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Shipt LLC and PaySmart USA, LLC. He is also involved with the University of Central Florida Alumni chapter as an officer, participating in meetings and donation activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Founder/Business Owner Women Professionals
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