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Dean L

CFP®, ChFC®, Series 63

St Petersburg, FL

Edward Jones

Dean Landsman is a CFP® and ChFC® with 28 years of experience in the financial industry, currently serving at Edward Jones since 1999. He is based in St. Petersburg, FL. Outside of his advisory role, Landsman is active as a part-time musician performing at local clubs. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families Divorced
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Steven B

Series 63, Series 65, Series 66

St Petersburg, FL

Edward Jones

Steven Barlow is a financial advisor at Edward Jones with 25 years of experience in the industry. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Wealth management Retired Founder/Business Owner Executive
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Julia M

Series 66

St Petersburg, FL

Edward Jones

Julia Murray is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked previously at Smile Direct Club and Hillwood Country Club. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner
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Kristin B

Series 66

St Petersburg, FL

Edward Jones

Kristin Bonnell is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates 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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