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Brent D

CFP®, Series 63, Series 66

Springfield, IL

Edward Jones

Brent Davis is a CFP® professional with 29 years of industry experience, currently serving at Edward Jones in Springfield, Illinois, where he has worked since 1996. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the board of Elegant Research, an organization that assists college business students in starting businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Bree H

Series 66

Springfield, IL

Edward Jones

Bree Heineman is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide 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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Nicole G

Series 66

Springfield, IL

Edward Jones

Nicole Gibbons is a Series 66 licensed financial advisor with Edward Jones, based in Springfield, IL. She has 10 years of experience with Edward Jones and previously worked at United Trust Group for nine years. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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