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Teresa F

Series 66

Scottsdale, AZ

Edward Jones

Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

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

CFP®, Series 66

Scottsdale, AZ

Edward Jones

Ryan Mc Keon is a CFP® and Series 66-registered advisor with Edward Jones in Scottsdale, AZ, where he has worked since 2018. He has a total of eight years of industry experience, including prior roles at AmeriPark, Postmates, and Hillsong Church Phoenix. Outside of his advisory work, he owns Boots in the Garden LLC, an online retail business selling paintings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Business ownership considerations General retirement planning Wealth management Founder/Business Owner Executive LGBTQIA
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Trenten H

Series 66, Series 63

Scottsdale, AZ

Edward Jones

Trenten Heiser is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at The Vanguard Group, Inc., Nike, Inc., and with the Phoenix Suns. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 66

Scottsdale, AZ

Edward Jones

William Carlson is a CFP® and Series 66 professional with four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Allbridge, CLA, Nortland Vapor, and WEX. Carlson serves as Secretary of the Young Professionals Council for Big Brothers Big Sisters in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Morgan B

Series 66

Scottsdale, AZ

Edward Jones

Morgan Burkemper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Morgan held roles at Gong, FullStory, LinkedIn, Yello, and KPMG. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Wealth management Founder/Business Owner Technology Professional Women Professionals
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Vickie W

ChFC®, Series 63, Series 65

Scottsdale, AZ

Edward Jones

Vickie Wicks is a financial advisor at Edward Jones with 35 years of industry experience. She has been with Edward Jones since 1995 and holds the ChFC®, Series 63, and Series 65 designations. Outside of her advisory work, she serves on the boards of the Better Business Bureau, QLQH Catholic School, and Sowela Technical College Foundation, and she is authoring a book. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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