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Sophia B

Series 65

Scottsdale, AZ

Edward Jones

Sophia Bachmann is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 65 credential. She joined Edward Jones in 2026 and has prior work experience outside the financial industry, including roles at Grand Canyon University and Brandybrook Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

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

CFP®, Series 66

Scottsdale, AZ

Edward Jones

Aaron Donnelly is a CFP® certificant at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked in the restaurant industry for over a decade. He is also a co-founder and investor in Vid Hire Inc., a hiring application based in Palo Alto. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy Wealth management Early retirement planning Founder/Business Owner
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Cheryl R

ChFC®, Series 66

Scottsdale, AZ

Edward Jones

Cheryl Rebottaro is a ChFC® with 21 years of industry experience and has been with Edward Jones since 2010. She is based in Scotts Valley, CA, and holds a Series 66 license. Outside of her financial advisory work, she is involved in local music venues in Scotts Valley. 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 options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Divorce financial planning Retirement income strategy Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals Widow/Widower Intergenerational Families
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