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Thomas V

Series 66

Sedalia, MO

Edward Jones

Thomas Van Leer is a financial advisor with Edward Jones in Sedalia, MO. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service, Inc. for 19 years. Outside of his advisory role, Van Leer is a 15% owner of JD Parr & Associates, LLC, a Smoothie King juice bar in Eldon, MO. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Virgil M

Series 63, Series 66

Sedalia, MO

Edward Jones

Virgil Mc Donald is a financial advisor with Edward Jones in Sedalia, MO, holding Series 63 and Series 66 credentials and with 27 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national 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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