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Crystal D

Series 66

Somerset, KY

Edward Jones

Crystal Davis is a financial advisor with Edward Jones in Somerset, KY, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Somerset Advisors LLC, LPL Financial, and Keystone Financial Group. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Steven B

CFP®, Series 63, Series 66

Somerset, KY

Edward Jones

Steven Booth is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Spectrum Financial Alliance, Ameriprise Financial Services, Investment Professionals, Community Trust Bank, and Linsco Private Ledger. 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Warren T

Series 63, Series 66

Somerset, KY

Edward Jones

Warren Thompson is a financial advisor with Edward Jones in Somerset, KY, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a shareholder in a hunting land and hobby farm business and owns interests in a retail pharmacy and a boat storage warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and features 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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